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

PRW 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
2023 Q3	$6.35M	Buy	+62,976	New	+$6.33M	2.42%	13

Other funds holding BILZ

PWM

Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

BAG

Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

Keene & Associates Fort Worth, Texas $125M AUM 13.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PRW Wealth Management's BILZ Position: Q3 2023 in Review

PRW Wealth Management opened a new position in PIMCO Ultra Short Government Active ETF (BILZ) in Q3 2023: 62,976 shares worth $6.35M. The stake represents 2.42% of the portfolio and ranks #13 among its holdings.

13 funds tracked by Wall St. Rank hold BILZ as of Q3 2023.

PRW Wealth Management held 62,976 shares of PIMCO Ultra Short Government Active ETF worth $6.35M as of Q3 2023.
PIMCO Ultra Short Government Active ETF was a new PRW Wealth Management position in Q3 2023.
PIMCO Ultra Short Government Active ETF made up 2.42% of PRW Wealth Management's portfolio in Q3 2023, its #13 holding.
13 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q3 2023.

Based on PRW Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.