BOSSRA
SPLS

B.O.S.S. Retirement Advisors’s PIMCO US Stocks PLUS Active Bond ETF SPLS Stock Holding History

B.O.S.S. Retirement Advisors’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
Q2 		$500K Sell
9,206
-366
-4% -$19.2K 0.13% 94
2026
Q1 		$450K Buy
+9,572
New +$468K 0.14% 101

Other funds holding SPLS

WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

B.O.S.S. Retirement Advisors's SPLS Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its PIMCO US Stocks PLUS Active Bond ETF (SPLS) stake by 3.8% in Q2 2026, selling an estimated $19.2K and leaving 9,206 shares worth $500K. The position accounts for 0.13% of the portfolio, ranked #94.

B.O.S.S. Retirement Advisors first reported a position in SPLS in Q1 2026 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold SPLS as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 9,206 shares of PIMCO US Stocks PLUS Active Bond ETF worth $500K as of Q2 2026.
  • B.O.S.S. Retirement Advisors sold 366 PIMCO US Stocks PLUS Active Bond ETF shares in Q2 2026, an estimated $19.2K.
  • PIMCO US Stocks PLUS Active Bond ETF made up 0.13% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #94 holding.
  • B.O.S.S. Retirement Advisors first reported a position in PIMCO US Stocks PLUS Active Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held PIMCO US Stocks PLUS Active Bond ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.