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Pimco Etf Tr shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Pimco Etf Tr (SPLS) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Pimco Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Pimco Etf Tr held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Etf Tr by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $3.9M 71k 55.04

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Managed Portfolio Ser Kens He Prem Etf (KHPI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
2023 Etf Series Trust Pict Enha Us Etf (PQUS)
Spdr Series Trust St Str P500etf (SPYM)
Managed Portfolio Ser Kens Cr Oppo Etf (KAMO)
Apple (AAPL)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Pimco Etf Tr Us Stk Plus Ac (SPLS)
First Tr Exchange-traded Vest Laddered (ACYN)
Ishares Tr Us Br Del Se Etf (IAI)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Pimco Etf Tr

WJ Interests
Atria Investments
CoreCap Advisors
AE Wealth Management
Heritage Oak Wealth Advisors
Citadel Advisors
Delta Investment Management
Lloyd Advisory Services
Virtue Capital Management
SWMG
Global View Capital Management
Mid-American Wealth Advisory Group
Fulcrum Equity Management
Envestnet Asset Management
Wealth Enhancement Advisory Services

View all funds holding Pimco Etf Tr