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Coppell Advisory Solutions’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-483
Closed -$48.9K – 489
2024
Q4 		$48.9K Sell
483
-3
-0.6% -$303 0.01% 593
2024
Q3 		$49.2K Hold
486
– – 0.01% 557
2024
Q2 		$49.1K Buy
+486
New +$49K 0.01% 501

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DIM
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AFS
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Coppell Advisory Solutions's BILZ Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of PIMCO Ultra Short Government Active ETF (BILZ) in Q1 2025, closing a stake of 483 shares — an estimated $48.9K sold.

Coppell Advisory Solutions first reported a position in BILZ in Q2 2024 and held it in 3 quarters. The position peaked at $49.2K in Q3 2024. 81 funds tracked by Wall St. Rank hold BILZ as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining PIMCO Ultra Short Government Active ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 483 PIMCO Ultra Short Government Active ETF shares in Q1 2025, an estimated $48.9K.
  • Coppell Advisory Solutions first reported a position in PIMCO Ultra Short Government Active ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's PIMCO Ultra Short Government Active ETF position peaked at $49.2K in Q3 2024.
  • 81 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.