Legacy Capital Wealth Partners’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Legacy Capital Wealth Partners’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	$2.72M	Buy	26,988 +29	+0.1%	+$2.92K	0.52%	32
2026 Q1	$2.72M	Buy	26,959 +28	+0.1%	+$2.82K	0.56%	30
2025 Q4	$2.71M	Buy	26,931 +34	+0.1%	+$3.43K	0.58%	29
2025 Q3	$2.72M	Buy	26,897 +32	+0.1%	+$3.23K	0.59%	29
2025 Q2	$2.72M	Buy	26,865 +31	+0.1%	+$3.13K	0.62%	27
2025 Q1	$2.72M	Buy	26,834 +30	+0.1%	+$3.03K	0.67%	20
2024 Q4	$2.7M	Buy	26,804 +33	+0.1%	+$3.33K	0.67%	22
2024 Q3	$2.71M	Buy	26,771 +37	+0.1%	+$3.73K	0.54%	37
2024 Q2	$2.7M	Buy	+26,734	New	+$2.7M	0.69%	25
2024 Q1	–	Sell	-26,664	Closed	-$2.68M	–	138
2023 Q4	$2.68M	Buy	26,664 +28	+0.1%	+$2.82K	0.76%	24
2023 Q3	$2.68M	Buy	+26,636	New	+$2.68M	0.74%	23

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 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 Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

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

Legacy Capital Wealth Partners's BILZ Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 0.11% in Q2 2026, buying an estimated $2.92K and bringing the position to 26,988 shares worth $2.72M. The position accounts for 0.52% of the portfolio, ranked #32.

Legacy Capital Wealth Partners first reported a position in BILZ in Q3 2023 and has held it in 11 quarters since. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

Legacy Capital Wealth Partners held 26,988 shares of PIMCO Ultra Short Government Active ETF worth $2.72M as of Q2 2026.
Legacy Capital Wealth Partners bought 29 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $2.92K.
PIMCO Ultra Short Government Active ETF made up 0.52% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #32 holding.
Legacy Capital Wealth Partners first reported a position in PIMCO Ultra Short Government Active ETF in Q3 2023 and has held it in 11 quarters since.
122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.