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

Palumbo Wealth Management Great Neck, New York $410M AUM 32.56% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Bridgewealth Advisory Group Fresno, California $482M AUM 10.59% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $281M AUM 18.28% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return