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

Avion Wealth’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
2020
Q2 		– Sell
-41
Closed -$2K – 300
2020
Q1 		$2K Buy
+41
New +$2.14K ﹤0.01% 273

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TIAA FSB
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Avion Wealth's STPZ Position: Q2 2020 in Review

Avion Wealth sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2020, closing a stake of 41 shares — an estimated $2K sold.

Avion Wealth first reported a position in STPZ in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 90 funds tracked by Wall St. Rank hold STPZ as of Q2 2020.

  • Avion Wealth reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2020 after selling out during the quarter.
  • Avion Wealth sold 41 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2020, an estimated $2K.
  • Avion Wealth first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2020 and held it in 1 quarter.
  • Avion Wealth's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $2K in Q1 2020.
  • 90 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2020.

Based on Avion Wealth's 13F filing for Q2 2020, filed 29 Jul 2020.