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 Q3	–	Sell	-3,960	Closed	-$210K	–	821
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

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

WRCM

Western Reserve Capital Management Hudson, Ohio $141M AUM 17.32% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Apella Capital's STPZ Position: Q3 2026 in Review

Apella Capital sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2026, closing a stake of 3,960 shares — an estimated $210K sold.

Apella Capital first reported a position in STPZ in Q2 2024 and held it in 9 quarters. The position peaked at $248K in Q3 2024. 5 funds tracked by Wall St. Rank hold STPZ as of Q3 2026.

Apella Capital reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2026 after selling out during the quarter.
Apella Capital sold 3,960 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2026, an estimated $210K.
Apella Capital first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2024 and held it in 9 quarters.
Apella Capital's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $248K in Q3 2024.
5 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.