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

Ancora 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
2022
Q3 		– Sell
-288
Closed -$15K – 2161
2022
Q2 		$15K Hold
288
– – ﹤0.01% 1506
2022
Q1 		$16K Hold
288
– – ﹤0.01% 1604
2021
Q4 		$16K Hold
288
– – ﹤0.01% 1653
2021
Q3 		$16K Sell
288
-436
-60% -$24K ﹤0.01% 1552
2021
Q2 		$40K Hold
724
– – ﹤0.01% 1170
2021
Q1 		$40K Hold
724
– – ﹤0.01% 1134
2020
Q4 		$39K Hold
724
– – ﹤0.01% 940
2020
Q3 		$39K Hold
724
– – ﹤0.01% 905
2020
Q2 		$39K Sell
724
-37,000
-98% -$1.95M ﹤0.01% 874
2020
Q1 		$1.95M Buy
37,724
+10,000
+36% +$523K 0.09% 228
2019
Q4 		$1.45M Sell
27,724
-7,000
-20% -$367K 0.05% 300
2019
Q3 		$1.82M Hold
34,724
– – 0.08% 237
2019
Q2 		$1.83M Hold
34,724
– – 0.08% 224
2019
Q1 		$1.8M Buy
34,724
+7,288
+27% +$374K 0.08% 231
2018
Q4 		$1.4M Buy
27,436
+12,000
+78% +$612K 0.07% 244
2018
Q3 		$792K Hold
15,436
– – 0.03% 388
2018
Q2 		$799K Hold
15,436
– – 0.03% 374
2018
Q1 		$803K Hold
15,436
– – 0.04% 374
2017
Q4 		$802K Hold
15,436
– – 0.04% 340
2017
Q3 		$806K Buy
15,436
+10,000
+184% +$522K 0.05% 366
2017
Q2 		$284K Hold
5,436
– – 0.02% 522
2017
Q1 		$287K Hold
5,436
– – 0.02% 517
2016
Q4 		$285K Buy
+5,436
New +$285K 0.02% 497
2014
Q1 		– Sell
-3,820
Closed -$202K – 460
2013
Q4 		$202K Sell
3,820
-478
-11% -$25.4K 0.03% 376
2013
Q3 		$228K Buy
4,298
+94
+2% +$4.97K 0.04% 357
2013
Q2 		$221K Buy
+4,204
New +$225K 0.04% 359

Other funds holding STPZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ancora Advisors's STPZ Position: Q3 2022 in Review

Ancora Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2022, closing a stake of 288 shares — an estimated $15K sold.

Ancora Advisors first reported a position in STPZ in Q2 2013 and held it in 26 quarters. The position peaked at $1.95M in Q1 2020. 151 funds tracked by Wall St. Rank hold STPZ as of Q3 2022.

  • Ancora Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
  • Ancora Advisors sold 288 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2022, an estimated $15K.
  • Ancora Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2013 and held it in 26 quarters.
  • Ancora Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1.95M in Q1 2020.
  • 151 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2022.

Based on Ancora Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.