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

Outlook Wealth 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
2026 Q2	$2.46M	Buy	24,342 +14,222	+141%	+$1.43M	0.53%	44
2026 Q1	$1.02M	Sell	10,120 -23,525	-70%	-$2.37M	0.25%	86
2025 Q4	$3.39M	Buy	33,645 +13,359	+66%	+$1.35M	0.77%	29
2025 Q3	$2.05M	Buy	20,286 +4,152	+26%	+$420K	0.51%	43
2025 Q2	$1.63M	Buy	16,134 +12,839	+390%	+$1.3M	0.42%	49
2025 Q1	$333K	Sell	3,295 -3,407	-51%	-$344K	0.09%	213
2024 Q4	$676K	Buy	6,702 +86	+1%	+$8.69K	0.19%	108
2024 Q3	$670K	Sell	6,616 -26,052	-80%	-$2.63M	0.19%	108
2024 Q2	$3.3M	Buy	32,668 +10,462	+47%	+$1.06M	1.03%	21
2024 Q1	$2.25M	Buy	22,206 +11,032	+99%	+$1.11M	0.69%	32
2023 Q4	$1.12M	Buy	+11,174	New	+$1.12M	0.39%	53

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

Outlook Wealth Advisors's BILZ Position: Q2 2026 in Review

Outlook Wealth Advisors increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 141% in Q2 2026, buying an estimated $1.43M and bringing the position to 24,342 shares worth $2.46M. The position accounts for 0.53% of the portfolio, ranked #44.

Outlook Wealth Advisors first reported a position in BILZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.39M in Q4 2025. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

Outlook Wealth Advisors held 24,342 shares of PIMCO Ultra Short Government Active ETF worth $2.46M as of Q2 2026.
Outlook Wealth Advisors bought 14,222 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $1.43M.
PIMCO Ultra Short Government Active ETF made up 0.53% of Outlook Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Outlook Wealth Advisors first reported a position in PIMCO Ultra Short Government Active ETF in Q4 2023 and has held it in 11 quarters since.
Outlook Wealth Advisors's PIMCO Ultra Short Government Active ETF position peaked at $3.39M in Q4 2025.
122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.