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

CoreCap 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	$5.29M	Buy	96,199 +96,170	+331,621%	+$5.29M	0.15%	141
2026 Q2	$1.57K	Buy	+29	New	+$1.52K	﹤0.01%	2600

Other funds holding SPLS

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

CoreCap Advisors's SPLS Position: Q3 2026 in Review

CoreCap Advisors increased its PIMCO US Stocks PLUS Active Bond ETF (SPLS) stake by 331,621% in Q3 2026, buying an estimated $5.29M and bringing the position to 96,199 shares worth $5.29M. The position accounts for 0.15% of the portfolio, ranked #141.

CoreCap Advisors first reported a position in SPLS in Q2 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold SPLS as of Q3 2026.

CoreCap Advisors held 96,199 shares of PIMCO US Stocks PLUS Active Bond ETF worth $5.29M as of Q3 2026.
CoreCap Advisors bought 96,170 PIMCO US Stocks PLUS Active Bond ETF shares in Q3 2026, an estimated $5.29M.
PIMCO US Stocks PLUS Active Bond ETF made up 0.15% of CoreCap Advisors's portfolio in Q3 2026, its #141 holding.
CoreCap Advisors first reported a position in PIMCO US Stocks PLUS Active Bond ETF in Q2 2026 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held PIMCO US Stocks PLUS Active Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.