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

Krilogy Financial’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	$205K	Buy	2,039 +6	+0.3%	+$605	0.01%	1019
2026 Q2	$205K	Buy	2,033 +3	+0.1%	+$302	0.01%	963
2026 Q1	$205K	Buy	2,030 +4	+0.2%	+$403	0.01%	891
2025 Q4	$205K	Buy	2,026 +3	+0.1%	+$303	0.01%	869
2025 Q3	$204K	Buy	+2,023	New	+$204K	0.01%	822

Other funds holding BILZ

BWM

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

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

HWM

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

LWM

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

Krilogy Financial's BILZ Position: Q3 2026 in Review

Krilogy Financial increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 0.3% in Q3 2026, buying an estimated $605 and bringing the position to 2,039 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #1019.

Krilogy Financial first reported a position in BILZ in Q3 2025 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold BILZ as of Q3 2026.

Krilogy Financial held 2,039 shares of PIMCO Ultra Short Government Active ETF worth $205K as of Q3 2026.
Krilogy Financial bought 6 PIMCO Ultra Short Government Active ETF shares in Q3 2026, an estimated $605.
PIMCO Ultra Short Government Active ETF made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #1019 holding.
Krilogy Financial first reported a position in PIMCO Ultra Short Government Active ETF in Q3 2025 and has held it in 5 quarters since.
13 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.