Kingsview Wealth Management’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Kingsview Wealth Management’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 Q2	–	Sell	-3,771	Closed	-$382K	–	1169
2025 Q1	$382K	Sell	3,771 -3,350	-47%	-$338K	0.01%	808
2024 Q4	$718K	Buy	7,121 +35	+0.5%	+$3.54K	0.01%	640
2024 Q3	$717K	Buy	7,086 +4,558	+180%	+$460K	0.02%	612
2024 Q2	$256K	Buy	+2,528	New	+$255K	0.01%	897

Other funds holding BILZ

AWM

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

BCMLT

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

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

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

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

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

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

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DIM

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

Kingsview Wealth Management's BILZ Position: Q2 2025 in Review

Kingsview Wealth Management sold out of PIMCO Ultra Short Government Active ETF (BILZ) in Q2 2025, closing a stake of 3,771 shares — an estimated $382K sold.

Kingsview Wealth Management first reported a position in BILZ in Q2 2024 and held it in 4 quarters. The position peaked at $718K in Q4 2024. 91 funds tracked by Wall St. Rank hold BILZ as of Q2 2025.

Kingsview Wealth Management reported no remaining PIMCO Ultra Short Government Active ETF position as of Q2 2025 after selling out during the quarter.
Kingsview Wealth Management sold 3,771 PIMCO Ultra Short Government Active ETF shares in Q2 2025, an estimated $382K.
Kingsview Wealth Management first reported a position in PIMCO Ultra Short Government Active ETF in Q2 2024 and held it in 4 quarters.
Kingsview Wealth Management's PIMCO Ultra Short Government Active ETF position peaked at $718K in Q4 2024.
91 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2025.

Based on Kingsview Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.