AE Wealth Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

AE Wealth Management’s Portfolio STPZ Stock Details STPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$31.8K	Buy	596 +11	+2%	+$593	﹤0.01%	2176
2026 Q1	$31.7K	Buy	585 +2	+0.3%	+$108	﹤0.01%	2054
2025 Q4	$31.3K	Buy	583 +5	+0.9%	+$270	﹤0.01%	1935
2025 Q3	$31.3K	Buy	578 +6	+1%	+$324	﹤0.01%	1811
2025 Q2	$30.8K	Buy	572 +8	+1%	+$429	﹤0.01%	1684
2025 Q1	$30.5K	Buy	564 +1	+0.2%	+$53	﹤0.01%	1658
2024 Q4	$29.5K	Buy	+563	New	+$29.5K	﹤0.01%	1647
2022 Q4	–	Sell	-9,875	Closed	-$488K	–	1918
2022 Q3	$488K	Buy	+9,875	New	+$510K	﹤0.01%	1280

Other funds holding STPZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AE Wealth Management's STPZ Position: Q2 2026 in Review

AE Wealth Management increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 1.9% in Q2 2026, buying an estimated $593 and bringing the position to 596 shares worth $31.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2176.

AE Wealth Management first reported a position in STPZ in Q3 2022 and has held it in 8 quarters since. The position peaked at $488K in Q3 2022. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

AE Wealth Management held 596 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $31.8K as of Q2 2026.
AE Wealth Management bought 11 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $593.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2176 holding.
AE Wealth Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2022 and has held it in 8 quarters since.
AE Wealth Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $488K in Q3 2022.
116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.