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

Summit Financial 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	$32M	Buy	316,805 +13,938	+5%	+$1.41M	4.09%	5
2026 Q1	$30.6M	Buy	302,867 +26,045	+9%	+$2.63M	4.34%	5
2025 Q4	$27.9M	Buy	276,822 +67,434	+32%	+$6.81M	3.99%	5
2025 Q3	$21.1M	Buy	209,388 +147,542	+239%	+$14.9M	3.27%	7
2025 Q2	$6.26M	Buy	+61,846	New	+$6.25M	1.12%	25

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Summit Financial Wealth Advisors's BILZ Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 4.6% in Q2 2026, buying an estimated $1.41M and bringing the position to 316,805 shares worth $32M. The position accounts for 4.09% of the portfolio, ranked #5.

Summit Financial Wealth Advisors first reported a position in BILZ in Q2 2025 and has held it in 5 quarters since. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

Summit Financial Wealth Advisors held 316,805 shares of PIMCO Ultra Short Government Active ETF worth $32M as of Q2 2026.
Summit Financial Wealth Advisors bought 13,938 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $1.41M.
PIMCO Ultra Short Government Active ETF made up 4.09% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Summit Financial Wealth Advisors first reported a position in PIMCO Ultra Short Government Active ETF in Q2 2025 and has held it in 5 quarters since.
122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.