ACG
STPZ icon

Allen Capital Group’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Allen Capital Group’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
2023
Q1 		– Sell
-124,862
Closed -$6.23M – 191
2022
Q4 		$6.23M Buy
+124,862
New +$6.23M 6.16% 6

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Allen Capital Group's STPZ Position: Q1 2023 in Review

Allen Capital Group sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2023, closing a stake of 124,862 shares — an estimated $6.23M sold.

Allen Capital Group first reported a position in STPZ in Q4 2022 and held it in 1 quarter. The position peaked at $6.23M in Q4 2022. 147 funds tracked by Wall St. Rank hold STPZ as of Q1 2023.

  • Allen Capital Group reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
  • Allen Capital Group sold 124,862 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2023, an estimated $6.23M.
  • Allen Capital Group first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2022 and held it in 1 quarter.
  • Allen Capital Group's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $6.23M in Q4 2022.
  • 147 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2023.

Based on Allen Capital Group's 13F filing for Q1 2023, filed 28 Apr 2023.