United Capital Financial Advisors
BILZ icon

United Capital Financial Advisors’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

United Capital Financial 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 		$255K Sell
2,528
-425
-14% -$42.8K ﹤0.01% 1436
2026
Q1 		$298K Sell
2,953
-47
-2% -$4.74K ﹤0.01% 1348
2025
Q4 		$302K Sell
3,000
-23
-0.8% -$2.32K ﹤0.01% 1165
2025
Q3 		$306K Buy
3,023
+23
+0.8% +$2.32K ﹤0.01% 1011
2025
Q2 		$304K Buy
+3,000
New +$303K ﹤0.01% 918

Other funds holding BILZ

AE Wealth Management
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 $807M AUM 19.93% 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 $323M AUM 13.82% 1-Year Est. Return

United Capital Financial Advisors's BILZ Position: Q2 2026 in Review

United Capital Financial Advisors reduced its PIMCO Ultra Short Government Active ETF (BILZ) stake by 14% in Q2 2026, selling an estimated $42.8K and leaving 2,528 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

United Capital Financial Advisors first reported a position in BILZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $306K in Q3 2025. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • United Capital Financial Advisors held 2,528 shares of PIMCO Ultra Short Government Active ETF worth $255K as of Q2 2026.
  • United Capital Financial Advisors sold 425 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $42.8K.
  • PIMCO Ultra Short Government Active ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1436 holding.
  • United Capital Financial Advisors first reported a position in PIMCO Ultra Short Government Active ETF in Q2 2025 and has held it in 5 quarters since.
  • United Capital Financial Advisors's PIMCO Ultra Short Government Active ETF position peaked at $306K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.