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

Stratos 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
Q1 		$491K Sell
4,865
-1,399
-22% -$141K 0.01% 1072
2025
Q4 		$631K Sell
6,264
-1,164
-16% -$117K 0.01% 941
2025
Q3 		$752K Buy
+7,428
New +$751K 0.01% 866

Other funds holding BILZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Stratos Wealth Partners's BILZ Position: Q1 2026 in Review

Stratos Wealth Partners reduced its PIMCO Ultra Short Government Active ETF (BILZ) stake by 22% in Q1 2026, selling an estimated $141K and leaving 4,865 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #1072.

Stratos Wealth Partners first reported a position in BILZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $752K in Q3 2025. 114 funds tracked by Wall St. Rank hold BILZ as of Q1 2026.

  • Stratos Wealth Partners held 4,865 shares of PIMCO Ultra Short Government Active ETF worth $491K as of Q1 2026.
  • Stratos Wealth Partners sold 1,399 PIMCO Ultra Short Government Active ETF shares in Q1 2026, an estimated $141K.
  • PIMCO Ultra Short Government Active ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1072 holding.
  • Stratos Wealth Partners first reported a position in PIMCO Ultra Short Government Active ETF in Q3 2025 and has held it in 3 quarters since.
  • Stratos Wealth Partners's PIMCO Ultra Short Government Active ETF position peaked at $752K in Q3 2025.
  • 114 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.