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Tounjian Advisory Partners’s PIMCO US Stocks PLUS Active Bond ETF SPLS Stock Holding History

Tounjian Advisory Partners’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 		$161K Sell
2,933
-190
-6% -$10.4K 0.07% 130
2026
Q2 		$170K Buy
+3,123
New +$164K 0.07% 129

Other funds holding SPLS

WJ Interests
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
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return
Delta Investment Management
Delta Investment Management San Francisco, California $619M AUM 18.05% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
Virtue Capital Management
Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return
SWMG LLC
SWMG LLC Fort Worth, Texas $457M AUM 16.28% 1-Year Est. Return
Global View Capital Management
Global View Capital Management Waukesha, Wisconsin $449M AUM 34.17% 1-Year Est. Return

Tounjian Advisory Partners's SPLS Position: Q3 2026 in Review

Tounjian Advisory Partners reduced its PIMCO US Stocks PLUS Active Bond ETF (SPLS) stake by 6.1% in Q3 2026, selling an estimated $10.4K and leaving 2,933 shares worth $161K. The position accounts for 0.07% of the portfolio, ranked #130.

Tounjian Advisory Partners first reported a position in SPLS in Q2 2026 and has held it in 2 quarters since. The position peaked at $170K in Q2 2026. 38 funds tracked by Wall St. Rank hold SPLS as of Q3 2026.

  • Tounjian Advisory Partners held 2,933 shares of PIMCO US Stocks PLUS Active Bond ETF worth $161K as of Q3 2026.
  • Tounjian Advisory Partners sold 190 PIMCO US Stocks PLUS Active Bond ETF shares in Q3 2026, an estimated $10.4K.
  • PIMCO US Stocks PLUS Active Bond ETF made up 0.07% of Tounjian Advisory Partners's portfolio in Q3 2026, its #130 holding.
  • Tounjian Advisory Partners first reported a position in PIMCO US Stocks PLUS Active Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Tounjian Advisory Partners's PIMCO US Stocks PLUS Active Bond ETF position peaked at $170K in Q2 2026.
  • 38 funds tracked by Wall St. Rank held PIMCO US Stocks PLUS Active Bond ETF as of Q3 2026.

Based on Tounjian Advisory Partners's 13F filing for Q3 2026, filed 4 Nov 2026.