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Pimco Etf Tr shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of Pimco Etf Tr (BILZ) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in Pimco Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Pimco Etf Tr held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Etf Tr by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 209k 100.81

More positions owned by Summit Financial Wealth Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Spdr Series Trust Portfolio Crport (SPBO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Pimco Etf Tr Ultra Short Govt (BILZ)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Core S&p Scp Etf (IJR)
Raytheon Technologies Corp (RTX)
Vanguard Index Fds Total Stk Mkt (VTI)
Alps Etf Tr Alerian Mlp (AMLP)
3M Company (MMM)
Valero Energy Corporation (VLO)
Cummins (CMI)

View all positions for Summit Financial Wealth Advisors

Top funds holding Pimco Etf Tr

AE Wealth Management
Allianz Asset Management
Beacon Capital Management
Captrust Financial Advisors
LPL Financial
Walled Lake Planning & Wealth Management
Summit Financial Wealth Advisors
Parallel Advisors
Goldman Sachs Group
Royal Bank of Canada
Access Financial Services
Mid-American Wealth Advisory Group
Bridgewealth Advisory Group
Essex Financial Services
Thrivent Financial for Lutherans

View all funds holding Pimco Etf Tr