Janney Montgomery Scott’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Janney Montgomery Scott’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 Q1	$3M	Sell	29,693 -459	-2%	-$46.3K	0.01%	1079
2025 Q4	$3.04M	Buy	30,152 +179	+0.6%	+$18.1K	0.01%	1138
2025 Q3	$3.03M	Sell	29,973 -70	-0.2%	-$7.07K	0.01%	1123
2025 Q2	$3.04M	Sell	30,043 -159	-0.5%	-$16.1K	0.01%	1025
2025 Q1	$3.06M	Buy	30,202 +1,473	+5%	+$149K	0.01%	981
2024 Q4	$2.9M	Buy	28,729 +461	+2%	+$46.6K	0.01%	999
2024 Q3	$2.86M	Buy	28,268 +57	+0.2%	+$5.75K	0.01%	968
2024 Q2	$2.85M	Buy	+28,211	New	+$2.85M	0.01%	934

Other funds holding BILZ

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Janney Montgomery Scott's BILZ Position: Q1 2026 in Review

Janney Montgomery Scott reduced its PIMCO Ultra Short Government Active ETF (BILZ) stake by 1.5% in Q1 2026, selling an estimated $46.3K and leaving 29,693 shares worth $3M. The position accounts for 0.01% of the portfolio, ranked #1079.

Janney Montgomery Scott first reported a position in BILZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.06M in Q1 2025. 114 funds tracked by Wall St. Rank hold BILZ as of Q1 2026.

Janney Montgomery Scott held 29,693 shares of PIMCO Ultra Short Government Active ETF worth $3M as of Q1 2026.
Janney Montgomery Scott sold 459 PIMCO Ultra Short Government Active ETF shares in Q1 2026, an estimated $46.3K.
PIMCO Ultra Short Government Active ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1079 holding.
Janney Montgomery Scott first reported a position in PIMCO Ultra Short Government Active ETF in Q2 2024 and has held it in 8 quarters since.
Janney Montgomery Scott's PIMCO Ultra Short Government Active ETF position peaked at $3.06M in Q1 2025.
114 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.