Wealth Enhancement Advisory Services
SPLS icon

Wealth Enhancement Advisory Services’s PIMCO US Stocks PLUS Active Bond ETF SPLS Stock Holding History

Wealth Enhancement 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
Q3 		$493K Buy
8,850
+4,200
+90% +$231K ﹤0.01% 2830
2026
Q2 		$254K Buy
+4,650
New +$244K ﹤0.01% 3362

Other funds holding SPLS

WJ Interests
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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
Virtue Capital Management
Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 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
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Fulcrum Equity Management
Fulcrum Equity Management Plano, Texas $126M AUM 32.55% 1-Year Est. Return
VisionPoint Advisory Group
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Wealth Enhancement Advisory Services's SPLS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its PIMCO US Stocks PLUS Active Bond ETF (SPLS) stake by 90% in Q3 2026, buying an estimated $231K and bringing the position to 8,850 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #2830.

Wealth Enhancement Advisory Services first reported a position in SPLS in Q2 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold SPLS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 8,850 shares of PIMCO US Stocks PLUS Active Bond ETF worth $493K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 4,200 PIMCO US Stocks PLUS Active Bond ETF shares in Q3 2026, an estimated $231K.
  • PIMCO US Stocks PLUS Active Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2830 holding.
  • Wealth Enhancement Advisory Services first reported a position in PIMCO US Stocks PLUS Active Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held PIMCO US Stocks PLUS Active Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.