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Latitude Advisors’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Latitude Advisors’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
2024
Q2 		– Sell
-2,429
Closed -$246K – 179
2024
Q1 		$246K Buy
+2,429
New +$245K 0.15% 140

Other funds holding BILZ

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TW
Trajan Wealth Scottsdale, Arizona $2.48B AUM 17.44% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

Latitude Advisors's BILZ Position: Q2 2024 in Review

Latitude Advisors sold out of PIMCO Ultra Short Government Active ETF (BILZ) in Q2 2024, closing a stake of 2,429 shares — an estimated $246K sold.

Latitude Advisors first reported a position in BILZ in Q1 2024 and held it in 1 quarter. The position peaked at $246K in Q1 2024. 57 funds tracked by Wall St. Rank hold BILZ as of Q2 2024.

  • Latitude Advisors reported no remaining PIMCO Ultra Short Government Active ETF position as of Q2 2024 after selling out during the quarter.
  • Latitude Advisors sold 2,429 PIMCO Ultra Short Government Active ETF shares in Q2 2024, an estimated $246K.
  • Latitude Advisors first reported a position in PIMCO Ultra Short Government Active ETF in Q1 2024 and held it in 1 quarter.
  • Latitude Advisors's PIMCO Ultra Short Government Active ETF position peaked at $246K in Q1 2024.
  • 57 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2024.

Based on Latitude Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.