MFS
SPLS

Montgomery Financial Services’s PIMCO US Stocks PLUS Active Bond ETF SPLS Stock Holding History

Montgomery Financial 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 		$59.1K Buy
+1,089
New +$57.1K 0.05% 66

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 40.91% 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
HBS
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

Montgomery Financial Services's SPLS Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in PIMCO US Stocks PLUS Active Bond ETF (SPLS) in Q2 2026: 1,089 shares worth $59.1K. The stake represents 0.05% of the portfolio and ranks #66 among its holdings.

23 funds tracked by Wall St. Rank hold SPLS as of Q2 2026.

  • Montgomery Financial Services held 1,089 shares of PIMCO US Stocks PLUS Active Bond ETF worth $59.1K as of Q2 2026.
  • PIMCO US Stocks PLUS Active Bond ETF was a new Montgomery Financial Services position in Q2 2026.
  • PIMCO US Stocks PLUS Active Bond ETF made up 0.05% of Montgomery Financial Services's portfolio in Q2 2026, its #66 holding.
  • 23 funds tracked by Wall St. Rank held PIMCO US Stocks PLUS Active Bond ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.