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

Vance Wealth’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	$4.97M	Buy	+49,237	New	+$4.96M	1.12%	23

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 $112B AUM 36.28% 1-Year Est. Return

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

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

Vance Wealth's BILZ Position: Q2 2026 in Review

Vance Wealth opened a new position in PIMCO Ultra Short Government Active ETF (BILZ) in Q2 2026: 49,237 shares worth $4.97M. The stake represents 1.12% of the portfolio and ranks #23 among its holdings.

122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

Vance Wealth held 49,237 shares of PIMCO Ultra Short Government Active ETF worth $4.97M as of Q2 2026.
PIMCO Ultra Short Government Active ETF was a new Vance Wealth position in Q2 2026.
PIMCO Ultra Short Government Active ETF made up 1.12% of Vance Wealth's portfolio in Q2 2026, its #23 holding.
122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.