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Atria Wealth Solutions’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Atria Wealth Solutions’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
2024
Q4 		– Sell
-5,200
Closed -$275K – 2089
2024
Q3 		$275K Sell
5,200
-900
-15% -$47K ﹤0.01% 1570
2024
Q2 		$315K Sell
6,100
-100
-2% -$5.14K ﹤0.01% 1473
2024
Q1 		$319K Sell
6,200
-200
-3% -$10.2K ﹤0.01% 1519
2023
Q4 		$327K Hold
6,400
– – ﹤0.01% 1433
2023
Q3 		$321K Hold
6,400
– – ﹤0.01% 1375
2023
Q2 		$322K Sell
6,400
-37,703
-85% -$1.91M ﹤0.01% 1390
2023
Q1 		$2.25M Buy
44,103
+657
+2% +$33K 0.03% 506
2022
Q4 		$2.17M Sell
43,446
-1,164
-3% -$58.1K 0.03% 483
2022
Q3 		$2.2M Buy
44,610
+7,001
+19% +$362K 0.04% 448
2022
Q2 		$1.97M Sell
37,609
-3,236
-8% -$173K 0.04% 451
2022
Q1 		$2.23M Buy
+40,845
New +$2.24M 0.04% 455

Other funds holding STPZ

EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return