FIG Financial Advisory Services’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

FIG Financial Advisory Services’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	$5.05M	Sell	50,049 -1,513	-3%	-$153K	3.06%	2
2026 Q2	$5.2M	Buy	+51,562	New	+$5.2M	3.05%	2

Other funds holding BILZ

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Delta Investment Management San Francisco, California $619M AUM 18.05% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $716M AUM 16.7% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Walled Lake Planning & Wealth Management Winnetka, Illinois $420M AUM 13.89% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Access Financial Services Minneapolis, Minnesota $300M AUM 11.91% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

FIG Financial Advisory Services's BILZ Position: Q3 2026 in Review

FIG Financial Advisory Services reduced its PIMCO Ultra Short Government Active ETF (BILZ) stake by 2.9% in Q3 2026, selling an estimated $153K and leaving 50,049 shares worth $5.05M. The position accounts for 3.06% of the portfolio, ranked #2.

FIG Financial Advisory Services first reported a position in BILZ in Q2 2026 and has held it in 2 quarters since. The position peaked at $5.2M in Q2 2026. 115 funds tracked by Wall St. Rank hold BILZ as of Q3 2026.

FIG Financial Advisory Services held 50,049 shares of PIMCO Ultra Short Government Active ETF worth $5.05M as of Q3 2026.
FIG Financial Advisory Services sold 1,513 PIMCO Ultra Short Government Active ETF shares in Q3 2026, an estimated $153K.
PIMCO Ultra Short Government Active ETF made up 3.06% of FIG Financial Advisory Services's portfolio in Q3 2026, its #2 holding.
FIG Financial Advisory Services first reported a position in PIMCO Ultra Short Government Active ETF in Q2 2026 and has held it in 2 quarters since.
FIG Financial Advisory Services's PIMCO Ultra Short Government Active ETF position peaked at $5.2M in Q2 2026.
115 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q3 2026.

Based on FIG Financial Advisory Services's 13F filing for Q3 2026, filed 7 Oct 2026.