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Apella Capital’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Apella Capital’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 		$1.38M Hold
13,668
– – 0.02% 322
2026
Q1 		$1.38M Buy
+13,668
New +$1.38M 0.02% 311

Other funds holding BILZ

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 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

Apella Capital's BILZ Position: Q2 2026 in Review

Apella Capital held its PIMCO Ultra Short Government Active ETF (BILZ) position steady in Q2 2026 at 13,668 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #322.

Apella Capital first reported a position in BILZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.38M in Q1 2026. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Apella Capital held 13,668 shares of PIMCO Ultra Short Government Active ETF worth $1.38M as of Q2 2026.
  • Apella Capital left its PIMCO Ultra Short Government Active ETF share count unchanged in Q2 2026.
  • PIMCO Ultra Short Government Active ETF made up 0.02% of Apella Capital's portfolio in Q2 2026, its #322 holding.
  • Apella Capital first reported a position in PIMCO Ultra Short Government Active ETF in Q1 2026 and has held it in 2 quarters since.
  • Apella Capital's PIMCO Ultra Short Government Active ETF position peaked at $1.38M in Q1 2026.
  • 122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.