GLR
SPLS

Great Lakes Retirement’s PIMCO US Stocks PLUS Active Bond ETF SPLS Stock Holding History

Great Lakes Retirement’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 		$249K Sell
4,591
-380
-8% -$19.9K 0.02% 196
2026
Q1 		$234K Buy
+4,971
New +$243K 0.02% 209

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
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 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

Great Lakes Retirement's SPLS Position: Q2 2026 in Review

Great Lakes Retirement reduced its PIMCO US Stocks PLUS Active Bond ETF (SPLS) stake by 7.6% in Q2 2026, selling an estimated $19.9K and leaving 4,591 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #196.

Great Lakes Retirement 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.

  • Great Lakes Retirement held 4,591 shares of PIMCO US Stocks PLUS Active Bond ETF worth $249K as of Q2 2026.
  • Great Lakes Retirement sold 380 PIMCO US Stocks PLUS Active Bond ETF shares in Q2 2026, an estimated $19.9K.
  • PIMCO US Stocks PLUS Active Bond ETF made up 0.02% of Great Lakes Retirement's portfolio in Q2 2026, its #196 holding.
  • Great Lakes Retirement 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 Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.