United Advisor Group’s PIMCO US Stocks PLUS Active Bond ETF SPLS Stock Holding History

United Advisor Group’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	$1.01M	Buy	+18,412	New	+$1.01M	0.1%	222

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

Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

SWMG LLC Fort Worth, Texas $457M AUM 16.28% 1-Year Est. Return

Global View Capital Management Waukesha, Wisconsin $449M AUM 34.17% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

United Advisor Group's SPLS Position: Q3 2026 in Review

United Advisor Group opened a new position in PIMCO US Stocks PLUS Active Bond ETF (SPLS) in Q3 2026: 18,412 shares worth $1.01M. The stake represents 0.1% of the portfolio and ranks #222 among its holdings.

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

United Advisor Group held 18,412 shares of PIMCO US Stocks PLUS Active Bond ETF worth $1.01M as of Q3 2026.
PIMCO US Stocks PLUS Active Bond ETF was a new United Advisor Group position in Q3 2026.
PIMCO US Stocks PLUS Active Bond ETF made up 0.1% of United Advisor Group's portfolio in Q3 2026, its #222 holding.
34 funds tracked by Wall St. Rank held PIMCO US Stocks PLUS Active Bond ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.