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Heritage Oak Wealth Advisors’s PIMCO US Stocks PLUS Active Bond ETF SPLS Stock Holding History

Heritage Oak Wealth 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 		$3.91M Buy
+71,078
New +$3.91M 1.19% 13

Other funds holding SPLS

WI
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
Wealth Enhancement Advisory Services
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

Heritage Oak Wealth Advisors's SPLS Position: Q3 2026 in Review

Heritage Oak Wealth Advisors opened a new position in PIMCO US Stocks PLUS Active Bond ETF (SPLS) in Q3 2026: 71,078 shares worth $3.91M. The stake represents 1.19% of the portfolio and ranks #13 among its holdings.

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

  • Heritage Oak Wealth Advisors held 71,078 shares of PIMCO US Stocks PLUS Active Bond ETF worth $3.91M as of Q3 2026.
  • PIMCO US Stocks PLUS Active Bond ETF was a new Heritage Oak Wealth Advisors position in Q3 2026.
  • PIMCO US Stocks PLUS Active Bond ETF made up 1.19% of Heritage Oak Wealth Advisors's portfolio in Q3 2026, its #13 holding.
  • 7 funds tracked by Wall St. Rank held PIMCO US Stocks PLUS Active Bond ETF as of Q3 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.