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

Centaurus Financial’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
2023
Q3 		– Sell
-15,093
Closed -$759K – 803
2023
Q2 		$759K Sell
15,093
-1,780
-11% -$90.3K 0.07% 279
2023
Q1 		$861K Sell
16,873
-30,177
-64% -$1.52M 0.07% 296
2022
Q4 		$2.35M Sell
47,050
-49,052
-51% -$2.45M 0.22% 117
2022
Q3 		$4.75M Buy
96,102
+13,326
+16% +$689K 0.46% 41
2022
Q2 		$4.33M Buy
82,776
+4,271
+5% +$228K 0.43% 48
2022
Q1 		$4.28M Buy
+78,505
New +$4.3M 0.34% 69

Other funds holding STPZ

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return