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Avidian Wealth Enterprises’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Avidian Wealth Enterprises’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 		$456K Buy
+4,521
New +$456K 0.01% 502

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
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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

Avidian Wealth Enterprises's BILZ Position: Q3 2026 in Review

Avidian Wealth Enterprises opened a new position in PIMCO Ultra Short Government Active ETF (BILZ) in Q3 2026: 4,521 shares worth $456K. The stake represents 0.01% of the portfolio and ranks #502 among its holdings.

13 funds tracked by Wall St. Rank hold BILZ as of Q3 2026.

  • Avidian Wealth Enterprises held 4,521 shares of PIMCO Ultra Short Government Active ETF worth $456K as of Q3 2026.
  • PIMCO Ultra Short Government Active ETF was a new Avidian Wealth Enterprises position in Q3 2026.
  • PIMCO Ultra Short Government Active ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #502 holding.
  • 13 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.