HBS
SPLS

Howard Bailey Securities’s PIMCO US Stocks PLUS Active Bond ETF SPLS Stock Holding History

Howard Bailey Securities’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 		$470K Sell
8,658
-275
-3% -$14.4K 0.18% 63
2026
Q1 		$420K Buy
+8,933
New +$437K 0.17% 79

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Howard Bailey Securities's SPLS Position: Q2 2026 in Review

Howard Bailey Securities reduced its PIMCO US Stocks PLUS Active Bond ETF (SPLS) stake by 3.1% in Q2 2026, selling an estimated $14.4K and leaving 8,658 shares worth $470K. The position accounts for 0.18% of the portfolio, ranked #63.

Howard Bailey Securities 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.

  • Howard Bailey Securities held 8,658 shares of PIMCO US Stocks PLUS Active Bond ETF worth $470K as of Q2 2026.
  • Howard Bailey Securities sold 275 PIMCO US Stocks PLUS Active Bond ETF shares in Q2 2026, an estimated $14.4K.
  • PIMCO US Stocks PLUS Active Bond ETF made up 0.18% of Howard Bailey Securities's portfolio in Q2 2026, its #63 holding.
  • Howard Bailey Securities 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 Howard Bailey Securities's 13F filing for Q2 2026, filed 10 Aug 2026.