Lloyd Advisory Services
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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
Q2 		$1.56M Buy
28,745
+27,044
+1,590% +$1.42M 0.6% 28
2026
Q1 		$80.1K Buy
+1,701
New +$83.2K 0.02% 225

Other funds holding SPLS

WJ Interests
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
AE Wealth Management
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
Delta Investment Management
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
B.O.S.S. Retirement Advisors
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 22.9% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 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 $67.3B AUM 21.9% 1-Year Est. Return

Lloyd Advisory Services's SPLS Position: Q2 2026 in Review

Lloyd Advisory Services increased its PIMCO US Stocks PLUS Active Bond ETF (SPLS) stake by 1,590% in Q2 2026, buying an estimated $1.42M and bringing the position to 28,745 shares worth $1.56M. The position accounts for 0.6% of the portfolio, ranked #28.

Lloyd Advisory Services 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.

  • Lloyd Advisory Services held 28,745 shares of PIMCO US Stocks PLUS Active Bond ETF worth $1.56M as of Q2 2026.
  • Lloyd Advisory Services bought 27,044 PIMCO US Stocks PLUS Active Bond ETF shares in Q2 2026, an estimated $1.42M.
  • PIMCO US Stocks PLUS Active Bond ETF made up 0.6% of Lloyd Advisory Services's portfolio in Q2 2026, its #28 holding.
  • Lloyd Advisory Services 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 Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.