IFP Advisors
SPLS icon

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

IFP 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 		$68.7K Buy
+1,249
New +$68.7K ﹤0.01% 2197
2026
Q2 		– Sell
-14,034
Closed -$660K – 5335
2026
Q1 		$660K Buy
+14,034
New +$686K 0.01% 853

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
Delta Investment Management
Delta Investment Management San Francisco, California $619M AUM 18.05% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
Virtue Capital Management
Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return
SWMG LLC
SWMG LLC Fort Worth, Texas $457M AUM 16.28% 1-Year Est. Return
Global View Capital Management
Global View Capital Management Waukesha, Wisconsin $449M AUM 34.17% 1-Year Est. Return

IFP Advisors's SPLS Position: Q3 2026 in Review

IFP Advisors opened a new position in PIMCO US Stocks PLUS Active Bond ETF (SPLS) in Q3 2026: 1,249 shares worth $68.7K. The stake represents ﹤0.01% of the portfolio and ranks #2197 among its holdings. This is a return to the name: IFP Advisors previously reported a position in SPLS as recently as Q1 2026.

IFP Advisors first reported a position in SPLS in Q1 2026 and has held it in 2 quarters since. The position peaked at $660K in Q1 2026. 37 funds tracked by Wall St. Rank hold SPLS as of Q3 2026.

  • IFP Advisors held 1,249 shares of PIMCO US Stocks PLUS Active Bond ETF worth $68.7K as of Q3 2026.
  • PIMCO US Stocks PLUS Active Bond ETF was a new IFP Advisors position in Q3 2026.
  • PIMCO US Stocks PLUS Active Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2197 holding.
  • IFP Advisors first reported a position in PIMCO US Stocks PLUS Active Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • IFP Advisors's PIMCO US Stocks PLUS Active Bond ETF position peaked at $660K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held PIMCO US Stocks PLUS Active Bond ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.