FFA
BILZ icon

Founders Financial Alliance’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Founders Financial Alliance’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 		$399K Sell
3,952
-1,936
-33% -$195K 0.05% 273
2026
Q1 		$594K Buy
5,888
+15
+0.3% +$1.51K 0.11% 186
2025
Q4 		$592K Buy
5,873
+17
+0.3% +$1.72K 0.11% 175
2025
Q3 		$593K Sell
5,856
-134
-2% -$13.5K 0.11% 174
2025
Q2 		$606K Hold
5,990
– – 0.14% 153
2025
Q1 		$606K Buy
+5,990
New +$605K 0.15% 145

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 $112B AUM 36.28% 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

Founders Financial Alliance's BILZ Position: Q2 2026 in Review

Founders Financial Alliance reduced its PIMCO Ultra Short Government Active ETF (BILZ) stake by 33% in Q2 2026, selling an estimated $195K and leaving 3,952 shares worth $399K. The position accounts for 0.05% of the portfolio, ranked #273.

Founders Financial Alliance first reported a position in BILZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $606K in Q2 2025. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Founders Financial Alliance held 3,952 shares of PIMCO Ultra Short Government Active ETF worth $399K as of Q2 2026.
  • Founders Financial Alliance sold 1,936 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $195K.
  • PIMCO Ultra Short Government Active ETF made up 0.05% of Founders Financial Alliance's portfolio in Q2 2026, its #273 holding.
  • Founders Financial Alliance first reported a position in PIMCO Ultra Short Government Active ETF in Q1 2025 and has held it in 6 quarters since.
  • Founders Financial Alliance's PIMCO Ultra Short Government Active ETF position peaked at $606K in Q2 2025.
  • 122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.