Fulcrum Equity Management
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Fulcrum Equity Management’s PIMCO US Stocks PLUS Active Bond ETF SPLS Stock Holding History

Fulcrum Equity 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
Q3 		$527K Buy
+9,579
New +$527K 0.42% 52

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
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
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Fulcrum Equity Management's SPLS Position: Q3 2026 in Review

Fulcrum Equity Management opened a new position in PIMCO US Stocks PLUS Active Bond ETF (SPLS) in Q3 2026: 9,579 shares worth $527K. The stake represents 0.42% of the portfolio and ranks #52 among its holdings.

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

  • Fulcrum Equity Management held 9,579 shares of PIMCO US Stocks PLUS Active Bond ETF worth $527K as of Q3 2026.
  • PIMCO US Stocks PLUS Active Bond ETF was a new Fulcrum Equity Management position in Q3 2026.
  • PIMCO US Stocks PLUS Active Bond ETF made up 0.42% of Fulcrum Equity Management's portfolio in Q3 2026, its #52 holding.
  • 15 funds tracked by Wall St. Rank held PIMCO US Stocks PLUS Active Bond ETF as of Q3 2026.

Based on Fulcrum Equity Management's 13F filing for Q3 2026, filed 21 Oct 2026.