WJ Interests
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WJ Interests’s PIMCO US Stocks PLUS Active Bond ETF SPLS Stock Holding History

WJ Interests’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 		$7.21M Buy
130,989
+14,957
+13% +$822K 2.6% 13
2026
Q2 		$6.3M Buy
+116,032
New +$6.08M 2.43% 12

Other funds holding SPLS

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
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
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

WJ Interests's SPLS Position: Q3 2026 in Review

WJ Interests increased its PIMCO US Stocks PLUS Active Bond ETF (SPLS) stake by 13% in Q3 2026, buying an estimated $822K and bringing the position to 130,989 shares worth $7.21M. The position accounts for 2.6% of the portfolio, ranked #13.

WJ Interests first reported a position in SPLS in Q2 2026 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold SPLS as of Q3 2026.

  • WJ Interests held 130,989 shares of PIMCO US Stocks PLUS Active Bond ETF worth $7.21M as of Q3 2026.
  • WJ Interests bought 14,957 PIMCO US Stocks PLUS Active Bond ETF shares in Q3 2026, an estimated $822K.
  • PIMCO US Stocks PLUS Active Bond ETF made up 2.6% of WJ Interests's portfolio in Q3 2026, its #13 holding.
  • WJ Interests first reported a position in PIMCO US Stocks PLUS Active Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held PIMCO US Stocks PLUS Active Bond ETF as of Q3 2026.

Based on WJ Interests's 13F filing for Q3 2026, filed 14 Oct 2026.