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

Apella Capital’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	$210K	Buy	3,960 +7	+0.2%	+$377	﹤0.01%	662
2026 Q1	$215K	Sell	3,953 -36	-0.9%	-$1.94K	﹤0.01%	634
2025 Q4	$214K	Sell	3,989 -164	-4%	-$8.85K	﹤0.01%	505
2025 Q3	$225K	Sell	4,153 -203	-5%	-$11K	0.01%	436
2025 Q2	$234K	Sell	4,356 -18	-0.4%	-$965	0.01%	389
2025 Q1	$234K	Sell	4,374 -63	-1%	-$3.34K	0.01%	351
2024 Q4	$232K	Sell	4,437 -250	-5%	-$13.1K	0.01%	315
2024 Q3	$248K	Buy	4,687 +1	+0%	+$52	0.01%	289
2024 Q2	$242K	Buy	+4,686	New	+$241K	0.01%	281

Other funds holding STPZ

Belleair Asset Management Belleair Bluffs, Florida $119M AUM

HMV Wealth Advisors Shreveport, Louisiana $257M AUM 26.62% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return