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Alesco Advisors’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Alesco Advisors’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 		$891K Hold
16,710
– – 0.02% 121
2026
Q1 		$904K Hold
16,710
– – 0.02% 117
2025
Q4 		$897K Sell
16,710
-3
-0% -$162 0.02% 104
2025
Q3 		$905K Buy
16,713
+1
+0% +$54 0.02% 103
2025
Q2 		$899K Hold
16,712
– – 0.03% 97
2025
Q1 		$903K Buy
16,712
+1
+0% +$53 0.03% 93
2024
Q4 		$874K Hold
16,711
– – 0.03% 95
2024
Q3 		$883K Hold
16,711
– – 0.03% 94
2024
Q2 		$863K Hold
16,711
– – 0.03% 96
2024
Q1 		$861K Hold
16,711
– – 0.03% 95
2023
Q4 		$855K Buy
16,711
+250
+2% +$12.6K 0.03% 95
2023
Q3 		$825K Hold
16,461
– – 0.03% 94
2023
Q2 		$828K Buy
16,461
+1
+0% +$51 0.03% 91
2023
Q1 		$840K Hold
16,460
– – 0.03% 92
2022
Q4 		$821K Sell
16,460
-18,800
-53% -$938K 0.03% 93
2022
Q3 		$1.74M Sell
35,260
-4,110
-10% -$212K 0.07% 56
2022
Q2 		$2.06M Hold
39,370
– – 0.08% 54
2022
Q1 		$2.15M Hold
39,370
– – 0.07% 52
2021
Q4 		$2.17M Sell
39,370
-23,800
-38% -$1.31M 0.07% 51
2021
Q3 		$3.47M Hold
63,170
– – 0.12% 45
2021
Q2 		$3.48M Sell
63,170
-100
-0.2% -$5.5K 0.13% 40
2021
Q1 		$3.47M Hold
63,270
– – 0.13% 41
2020
Q4 		$3.43M Sell
63,270
-1,600
-2% -$86K 0.14% 38
2020
Q3 		$3.5M Sell
64,870
-2,850
-4% -$153K 0.16% 36
2020
Q2 		$3.6M Sell
67,720
-14,061
-17% -$740K 0.17% 33
2020
Q1 		$4.23M Sell
81,781
-55,875
-41% -$2.92M 0.26% 33
2019
Q4 		$7.21M Sell
137,656
-195
-0.1% -$10.2K 0.37% 27
2019
Q3 		$7.23M Sell
137,851
-4,200
-3% -$220K 0.4% 25
2019
Q2 		$7.47M Sell
142,051
-550
-0.4% -$28.6K 0.4% 26
2019
Q1 		$7.37M Sell
142,601
-2,100
-1% -$108K 0.4% 28
2018
Q4 		$7.36M Buy
144,701
+137,569
+1,929% +$7.01M 0.44% 28
2018
Q3 		$366K Sell
7,132
-2,913
-29% -$150K 0.02% 104
2018
Q2 		$520K Sell
10,045
-7,515
-43% -$388K 0.03% 92
2018
Q1 		$913K Sell
17,560
-8,543
-33% -$443K 0.05% 72
2017
Q4 		$1.36M Buy
26,103
+702
+3% +$36.6K 0.08% 62
2017
Q3 		$1.33M Buy
25,401
+704
+3% +$36.8K 0.08% 61
2017
Q2 		$1.29M Buy
24,697
+900
+4% +$47.2K 0.08% 59
2017
Q1 		$1.26M Buy
23,797
+1,224
+5% +$64.4K 0.09% 57
2016
Q4 		$1.18M Buy
22,573
+3,918
+21% +$205K 0.09% 57
2016
Q3 		$983K Hold
18,655
– – 0.08% 64
2016
Q2 		$986K Buy
18,655
+751
+4% +$39.3K 0.08% 56
2016
Q1 		$937K Sell
17,904
-599
-3% -$30.9K 0.08% 57
2015
Q4 		$950K Buy
18,503
+6,301
+52% +$324K 0.08% 57
2015
Q3 		$629K Sell
12,202
-669
-5% -$34.6K 0.06% 70
2015
Q2 		$672K Buy
12,871
+225
+2% +$11.7K 0.06% 71
2015
Q1 		$656K Buy
12,646
+1,314
+12% +$68.2K 0.06% 64
2014
Q4 		$586K Sell
11,332
-12,134
-52% -$636K 0.06% 70
2014
Q3 		$1.23M Sell
23,466
-795
-3% -$42.3K 0.12% 53
2014
Q2 		$1.3M Sell
24,261
-1,567
-6% -$83.6K 0.13% 53
2014
Q1 		$1.37M Buy
25,828
+326
+1% +$17.3K 0.14% 50
2013
Q4 		$1.35M Buy
25,502
+6,276
+33% +$333K 0.14% 49
2013
Q3 		$1.02M Sell
19,226
-874
-4% -$46.3K 0.12% 48
2013
Q2 		$1.06M Buy
+20,100
New +$1.08M 0.13% 49

Other funds holding STPZ

WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
OCA
Optimus Capital Advisors Coppel, Texas $186M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Alesco Advisors's STPZ Position: Q2 2026 in Review

Alesco Advisors held its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) position steady in Q2 2026 at 16,710 shares worth $891K. The position accounts for 0.02% of the portfolio, ranked #121.

Alesco Advisors first reported a position in STPZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.47M in Q2 2019. 56 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

  • Alesco Advisors held 16,710 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $891K as of Q2 2026.
  • Alesco Advisors left its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund share count unchanged in Q2 2026.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.02% of Alesco Advisors's portfolio in Q2 2026, its #121 holding.
  • Alesco Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2013 and has held it in 53 quarters since.
  • Alesco Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $7.47M in Q2 2019.
  • 56 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Alesco Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.