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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
Q2 		$587K Buy
5,818
+953
+20% +$96.1K 0.01% 1073
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

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
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
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
LPL Financial
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
SW
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

Stratos Wealth Partners's BILZ Position: Q2 2026 in Review

Stratos Wealth Partners increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 20% in Q2 2026, buying an estimated $96.1K and bringing the position to 5,818 shares worth $587K. The position accounts for 0.01% of the portfolio, ranked #1073.

Stratos Wealth Partners first reported a position in BILZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $752K in Q3 2025. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Stratos Wealth Partners held 5,818 shares of PIMCO Ultra Short Government Active ETF worth $587K as of Q2 2026.
  • Stratos Wealth Partners bought 953 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $96.1K.
  • PIMCO Ultra Short Government Active ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1073 holding.
  • Stratos Wealth Partners first reported a position in PIMCO Ultra Short Government Active ETF in Q3 2025 and has held it in 4 quarters since.
  • Stratos Wealth Partners's PIMCO Ultra Short Government Active ETF position peaked at $752K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.