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

CreativeOne 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
2025 Q1	–	Sell	-5,569	Closed	-$291K	–	1134
2024 Q4	$291K	Sell	5,569 -1,292	-19%	-$67.8K	0.01%	891
2024 Q3	$362K	Buy	+6,861	New	+$358K	0.01%	725
2023 Q2	–	Sell	-17,180	Closed	-$877K	–	888
2023 Q1	$877K	Sell	17,180 -1,410	-8%	-$70.9K	0.04%	328
2022 Q4	$928K	Buy	18,590 +1,508	+9%	+$75.3K	0.05%	298
2022 Q3	$844K	Buy	17,082 +12,742	+294%	+$659K	0.05%	289
2022 Q2	$227K	Sell	4,340 -10,809	-71%	-$577K	0.01%	640
2022 Q1	$825K	Buy	15,149 +5,954	+65%	+$326K	0.04%	316
2021 Q4	$507K	Buy	9,195 +3,356	+57%	+$185K	0.03%	450
2021 Q3	$598K	Buy	+5,839	New	+$321K	0.04%	361
2020 Q2	–	Sell	-9,940	Closed	-$514K	–	257
2020 Q1	$514K	Buy	+9,940	New	+$520K	0.1%	97

Other funds holding STPZ

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

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

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

BFG

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

KLI

Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return

CreativeOne Wealth's STPZ Position: Q1 2025 in Review

CreativeOne Wealth sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2025, closing a stake of 5,569 shares — an estimated $291K sold.

CreativeOne Wealth first reported a position in STPZ in Q1 2020 and held it in 10 quarters. The position peaked at $928K in Q4 2022. 111 funds tracked by Wall St. Rank hold STPZ as of Q1 2025.

CreativeOne Wealth reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
CreativeOne Wealth sold 5,569 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2025, an estimated $291K.
CreativeOne Wealth first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2020 and held it in 10 quarters.
CreativeOne Wealth's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $928K in Q4 2022.
111 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2025.

Based on CreativeOne Wealth's 13F filing for Q1 2025, filed 14 May 2025.