SWMG LLC’s PIMCO US Stocks PLUS Active Bond ETF SPLS Stock Holding History

SWMG LLC’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	$911K	Buy	+16,623	New	+$914K	0.2%	42

Other funds holding SPLS

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

Fulcrum Equity Management Plano, Texas $126M AUM 32.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $335M AUM 15.41% 1-Year Est. Return

SWMG LLC's SPLS Position: Q3 2026 in Review

SWMG LLC opened a new position in PIMCO US Stocks PLUS Active Bond ETF (SPLS) in Q3 2026: 16,623 shares worth $911K. The stake represents 0.2% of the portfolio and ranks #42 among its holdings.

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

SWMG LLC held 16,623 shares of PIMCO US Stocks PLUS Active Bond ETF worth $911K as of Q3 2026.
PIMCO US Stocks PLUS Active Bond ETF was a new SWMG LLC position in Q3 2026.
PIMCO US Stocks PLUS Active Bond ETF made up 0.2% of SWMG LLC's portfolio in Q3 2026, its #42 holding.
17 funds tracked by Wall St. Rank held PIMCO US Stocks PLUS Active Bond ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.