Concurrent Investment Advisors
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Concurrent Investment Advisors’s PIMCO US Stocks PLUS Active Bond ETF SPLS Stock Holding History

Concurrent Investment 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
Q3 		$326K Buy
+5,930
New +$326K ﹤0.01% 1827

Other funds holding SPLS

WJ Interests
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Fulcrum Equity Management
Fulcrum Equity Management Plano, Texas $126M AUM 32.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VisionPoint Advisory Group
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
Legacy Wealth Partners (Colorado)
Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return
Hutchens & Kramer Investment Management Group
Hutchens & Kramer Investment Management Group Carmel, Indiana $335M AUM 15.41% 1-Year Est. Return

Concurrent Investment Advisors's SPLS Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in PIMCO US Stocks PLUS Active Bond ETF (SPLS) in Q3 2026: 5,930 shares worth $326K. The stake represents ﹤0.01% of the portfolio and ranks #1827 among its holdings.

15 funds tracked by Wall St. Rank hold SPLS as of Q3 2026.

  • Concurrent Investment Advisors held 5,930 shares of PIMCO US Stocks PLUS Active Bond ETF worth $326K as of Q3 2026.
  • PIMCO US Stocks PLUS Active Bond ETF was a new Concurrent Investment Advisors position in Q3 2026.
  • PIMCO US Stocks PLUS Active Bond ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1827 holding.
  • 15 funds tracked by Wall St. Rank held PIMCO US Stocks PLUS Active Bond ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.