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Legacy Wealth Partners (Colorado)’s PIMCO US Stocks PLUS Active Bond ETF SPLS Stock Holding History

Legacy Wealth Partners (Colorado)’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 		$445K Buy
+8,090
New +$445K 0.1% 114

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
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 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

Legacy Wealth Partners (Colorado)'s SPLS Position: Q3 2026 in Review

Legacy Wealth Partners (Colorado) opened a new position in PIMCO US Stocks PLUS Active Bond ETF (SPLS) in Q3 2026: 8,090 shares worth $445K. The stake represents 0.1% of the portfolio and ranks #114 among its holdings.

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

  • Legacy Wealth Partners (Colorado) held 8,090 shares of PIMCO US Stocks PLUS Active Bond ETF worth $445K as of Q3 2026.
  • PIMCO US Stocks PLUS Active Bond ETF was a new Legacy Wealth Partners (Colorado) position in Q3 2026.
  • PIMCO US Stocks PLUS Active Bond ETF made up 0.1% of Legacy Wealth Partners (Colorado)'s portfolio in Q3 2026, its #114 holding.
  • 7 funds tracked by Wall St. Rank held PIMCO US Stocks PLUS Active Bond ETF as of Q3 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q3 2026, filed 15 Oct 2026.