LAS
SPLS

Lloyd Advisory Services’s PIMCO US Stocks PLUS Active Bond ETF SPLS Stock Holding History

Lloyd Advisory Services’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
Q1 		$80.1K Buy
+1,701
New +$83.2K 0.02% 225

Other funds holding SPLS

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $349M AUM 12.25% 1-Year Est. Return
Q1WB
Quest 10 Wealth Builders Fuquay-Varina, Virginia $114M AUM 17.01% 1-Year Est. Return

Lloyd Advisory Services's SPLS Position: Q1 2026 in Review

Lloyd Advisory Services opened a new position in PIMCO US Stocks PLUS Active Bond ETF (SPLS) in Q1 2026: 1,701 shares worth $80.1K. The stake represents 0.02% of the portfolio and ranks #225 among its holdings.

12 funds tracked by Wall St. Rank hold SPLS as of Q1 2026.

  • Lloyd Advisory Services held 1,701 shares of PIMCO US Stocks PLUS Active Bond ETF worth $80.1K as of Q1 2026.
  • PIMCO US Stocks PLUS Active Bond ETF was a new Lloyd Advisory Services position in Q1 2026.
  • PIMCO US Stocks PLUS Active Bond ETF made up 0.02% of Lloyd Advisory Services's portfolio in Q1 2026, its #225 holding.
  • 12 funds tracked by Wall St. Rank held PIMCO US Stocks PLUS Active Bond ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.