Wealth Enhancement Advisory Services
LONZ icon

Wealth Enhancement Advisory Services’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio LONZ Stock Details LONZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.12M Buy
43,089
+2,732
+7% +$135K ﹤0.01% 1532
2026
Q1 		$1.98M Sell
40,357
-88,652
-69% -$4.42M ﹤0.01% 1395
2025
Q4 		$6.5M Sell
129,009
-1,206,447
-90% -$61.1M 0.01% 891
2025
Q3 		$67.8M Sell
1,335,456
-21,813
-2% -$1.11M 0.1% 186
2025
Q2 		$69.1M Buy
1,357,269
+6,987
+0.5% +$351K 0.11% 174
2025
Q1 		$68M Buy
1,350,282
+41,683
+3% +$2.12M 0.13% 156
2024
Q4 		$66.9M Buy
1,308,599
+8,692
+0.7% +$446K 0.13% 154
2024
Q3 		$66.5M Buy
1,299,907
+264,818
+26% +$13.5M 0.14% 142
2024
Q2 		$53M Buy
1,035,089
+81,651
+9% +$4.18M 0.13% 166
2024
Q1 		$48.8M Buy
953,438
+16,022
+2% +$814K 0.13% 166
2023
Q4 		$47.3M Buy
937,416
+110,959
+13% +$5.56M 0.14% 156
2023
Q3 		$41.6M Buy
+826,457
New +$41.4M 0.14% 153

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GI
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MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return