AWM
SPLS

AE Wealth Management’s PIMCO US Stocks PLUS Active Bond ETF SPLS Stock Holding History

AE Wealth Management’s Portfolio SPLS Stock Details SPLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.41M Buy
+93,656
New +$4.58M 0.02% 449

Other funds holding SPLS

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $349M AUM 12.25% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $114M AUM 17.01% 1-Year Est. Return

AE Wealth Management's SPLS Position: Q1 2026 in Review

AE Wealth Management opened a new position in PIMCO US Stocks PLUS Active Bond ETF (SPLS) in Q1 2026: 93,656 shares worth $4.41M. The stake represents 0.02% of the portfolio and ranks #449 among its holdings.

12 funds tracked by Wall St. Rank hold SPLS as of Q1 2026.

  • AE Wealth Management held 93,656 shares of PIMCO US Stocks PLUS Active Bond ETF worth $4.41M as of Q1 2026.
  • PIMCO US Stocks PLUS Active Bond ETF was a new AE Wealth Management position in Q1 2026.
  • PIMCO US Stocks PLUS Active Bond ETF made up 0.02% of AE Wealth Management's portfolio in Q1 2026, its #449 holding.
  • 12 funds tracked by Wall St. Rank held PIMCO US Stocks PLUS Active Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.