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

Dynamic Advisor Solutions’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
2024 Q1	–	Sell	-7,243	Closed	-$370K	–	962
2023 Q4	$370K	Sell	7,243 -3,105	-30%	-$157K	0.01%	656
2023 Q3	$518K	Sell	10,348 -25	-0.2%	-$1.26K	0.02%	508
2023 Q2	$522K	Buy	10,373 +1,026	+11%	+$52K	0.03%	485
2023 Q1	$477K	Buy	+9,347	New	+$470K	0.03%	481
2022 Q3	–	Sell	-4,963	Closed	-$260K	–	739
2022 Q2	$260K	Buy	4,963 +1,080	+28%	+$57.7K	0.02%	574
2022 Q1	$212K	Buy	+3,883	New	+$213K	0.01%	666

Other funds holding STPZ

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

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

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

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 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

Royal Bank of Canada

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

TIAA Trust, National Association

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

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return