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

Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atria Wealth Solutions's STPZ Position: Q4 2024 in Review

Atria Wealth Solutions sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2024, closing a stake of 5,200 shares — an estimated $275K sold.

Atria Wealth Solutions first reported a position in STPZ in Q1 2022 and held it in 11 quarters. The position peaked at $2.25M in Q1 2023. 114 funds tracked by Wall St. Rank hold STPZ as of Q4 2024.

Atria Wealth Solutions reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
Atria Wealth Solutions sold 5,200 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2024, an estimated $275K.
Atria Wealth Solutions first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2022 and held it in 11 quarters.
Atria Wealth Solutions's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $2.25M in Q1 2023.
114 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.