Cetera Advisor Networks’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Cetera Advisor Networks’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 Q4	–	Sell	-5,453	Closed	-$273K	–	2862
2023 Q3	$273K	Sell	5,453 -2,788	-34%	-$140K	﹤0.01%	2204
2023 Q2	$415K	Sell	8,241 -1,679	-17%	-$85.1K	﹤0.01%	1857
2023 Q1	$506K	Buy	9,920 +858	+9%	+$43.1K	﹤0.01%	1683
2022 Q4	$452K	Sell	9,062 -55,077	-86%	-$2.75M	﹤0.01%	1712
2022 Q3	$3.17M	Buy	64,139 +6,845	+12%	+$354K	0.04%	445
2022 Q2	$3M	Sell	57,294 -5,257	-8%	-$281K	0.04%	453
2022 Q1	$3.41M	Buy	62,551 +17,081	+38%	+$935K	0.04%	432
2021 Q4	$2.51M	Buy	45,470 +14,924	+49%	+$822K	0.03%	522
2021 Q3	$1.68M	Buy	30,546 +7,516	+33%	+$414K	0.02%	617
2021 Q2	$1.27M	Buy	+23,030	New	+$1.27M	0.02%	713
2020 Q3	–	Sell	-29	Closed	-$2K	–	2812
2020 Q2	$2K	Buy	+29	New	+$1.53K	﹤0.01%	3263
2019 Q3	–	Sell	-51,208	Closed	-$2.69M	–	1240
2019 Q2	$2.69M	Buy	+51,208	New	+$2.67M	0.08%	216

Other funds holding STPZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Advisor Networks's STPZ Position: Q4 2023 in Review

Cetera Advisor Networks sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2023, closing a stake of 5,453 shares — an estimated $273K sold.

Cetera Advisor Networks first reported a position in STPZ in Q2 2019 and held it in 12 quarters. The position peaked at $3.41M in Q1 2022. 125 funds tracked by Wall St. Rank hold STPZ as of Q4 2023.

Cetera Advisor Networks reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
Cetera Advisor Networks sold 5,453 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2023, an estimated $273K.
Cetera Advisor Networks first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2019 and held it in 12 quarters.
Cetera Advisor Networks's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $3.41M in Q1 2022.
125 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2023.

Based on Cetera Advisor Networks's 13F filing for Q4 2023, filed 13 Feb 2024.