Ausdal Financial Partners’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Ausdal Financial Partners’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	$490K	Sell	9,184 -1,116	-11%	-$60.2K	0.02%	644
2026 Q1	$557K	Sell	10,300 -1,180	-10%	-$63.6K	0.02%	547
2025 Q4	$616K	Sell	11,480 -663	-5%	-$35.8K	0.03%	479
2025 Q3	$658K	Buy	+12,143	New	+$656K	0.03%	468
2016 Q1	–	Sell	-377	Closed	-$19K	–	914
2015 Q4	$19K	Buy	+377	New	+$19.4K	0.01%	740

Other funds holding STPZ

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

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

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

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

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

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

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

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

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

Ausdal Financial Partners's STPZ Position: Q2 2026 in Review

Ausdal Financial Partners reduced its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 11% in Q2 2026, selling an estimated $60.2K and leaving 9,184 shares worth $490K. The position accounts for 0.02% of the portfolio, ranked #644.

Ausdal Financial Partners first reported a position in STPZ in Q4 2015 and has held it in 5 quarters since. The position peaked at $658K in Q3 2025. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

Ausdal Financial Partners held 9,184 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $490K as of Q2 2026.
Ausdal Financial Partners sold 1,116 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $60.2K.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.02% of Ausdal Financial Partners's portfolio in Q2 2026, its #644 holding.
Ausdal Financial Partners first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2015 and has held it in 5 quarters since.
Ausdal Financial Partners's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $658K in Q3 2025.
116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.