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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Portfolio BILZ Stock Details BILZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.2M Buy
+51,562
New +$5.2M 3.05% 2

Other funds holding BILZ

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AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's BILZ Position: Q2 2026 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV opened a new position in PIMCO Ultra Short Government Active ETF (BILZ) in Q2 2026: 51,562 shares worth $5.2M. The stake represents 3.05% of the portfolio and ranks #2 among its holdings.

70 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV held 51,562 shares of PIMCO Ultra Short Government Active ETF worth $5.2M as of Q2 2026.
  • PIMCO Ultra Short Government Active ETF was a new FIG FINANCIAL ADVISORY SERVICES INC /ADV position in Q2 2026.
  • PIMCO Ultra Short Government Active ETF made up 3.05% of FIG FINANCIAL ADVISORY SERVICES INC /ADV's portfolio in Q2 2026, its #2 holding.
  • 70 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q2 2026, filed 10 Aug 2026.