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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
2026
Q2 		$283K Buy
+15
New +$1.51K 0.02% 375
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

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 $123B AUM 45.23% 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

Coppell Advisory Solutions's BILZ Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in PIMCO Ultra Short Government Active ETF (BILZ) in Q2 2026: 15 shares worth $283K. The stake represents 0.02% of the portfolio and ranks #375 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in BILZ as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in BILZ in Q2 2024 and has held it in 4 quarters since. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Coppell Advisory Solutions held 15 shares of PIMCO Ultra Short Government Active ETF worth $283K as of Q2 2026.
  • PIMCO Ultra Short Government Active ETF was a new Coppell Advisory Solutions position in Q2 2026.
  • PIMCO Ultra Short Government Active ETF made up 0.02% of Coppell Advisory Solutions's portfolio in Q2 2026, its #375 holding.
  • Coppell Advisory Solutions first reported a position in PIMCO Ultra Short Government Active ETF in Q2 2024 and has held it in 4 quarters since.
  • 122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.