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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
Q3 		$1.38M Hold
13,668
– – 0.02% 340
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

BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Apella Capital's BILZ Position: Q3 2026 in Review

Apella Capital held its PIMCO Ultra Short Government Active ETF (BILZ) position steady in Q3 2026 at 13,668 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #340.

Apella Capital first reported a position in BILZ in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.38M in Q1 2026. 13 funds tracked by Wall St. Rank hold BILZ as of Q3 2026.

  • Apella Capital held 13,668 shares of PIMCO Ultra Short Government Active ETF worth $1.38M as of Q3 2026.
  • Apella Capital left its PIMCO Ultra Short Government Active ETF share count unchanged in Q3 2026.
  • PIMCO Ultra Short Government Active ETF made up 0.02% of Apella Capital's portfolio in Q3 2026, its #340 holding.
  • Apella Capital first reported a position in PIMCO Ultra Short Government Active ETF in Q1 2026 and has held it in 3 quarters since.
  • Apella Capital's PIMCO Ultra Short Government Active ETF position peaked at $1.38M in Q1 2026.
  • 13 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.