Brookstone Capital Management
BILZ icon

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

Brookstone Capital Management’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
2025
Q4 		– Sell
-4,717
Closed -$477K – 1168
2025
Q3 		$477K Sell
4,717
-1,378
-23% -$139K 0.01% 826
2025
Q2 		$617K Buy
+6,095
New +$616K 0.01% 696

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BCMLT
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SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Brookstone Capital Management's BILZ Position: Q4 2025 in Review

Brookstone Capital Management sold out of PIMCO Ultra Short Government Active ETF (BILZ) in Q4 2025, closing a stake of 4,717 shares — an estimated $477K sold.

Brookstone Capital Management first reported a position in BILZ in Q2 2025 and held it in 2 quarters. The position peaked at $617K in Q2 2025. 97 funds tracked by Wall St. Rank hold BILZ as of Q4 2025.

  • Brookstone Capital Management reported no remaining PIMCO Ultra Short Government Active ETF position as of Q4 2025 after selling out during the quarter.
  • Brookstone Capital Management sold 4,717 PIMCO Ultra Short Government Active ETF shares in Q4 2025, an estimated $477K.
  • Brookstone Capital Management first reported a position in PIMCO Ultra Short Government Active ETF in Q2 2025 and held it in 2 quarters.
  • Brookstone Capital Management's PIMCO Ultra Short Government Active ETF position peaked at $617K in Q2 2025.
  • 97 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q4 2025.

Based on Brookstone Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.