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 $1.89T 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

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Dynamic Advisor Solutions's STPZ Position: Q1 2024 in Review

Dynamic Advisor Solutions sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2024, closing a stake of 7,243 shares — an estimated $370K sold.

Dynamic Advisor Solutions first reported a position in STPZ in Q1 2022 and held it in 6 quarters. The position peaked at $522K in Q2 2023. 113 funds tracked by Wall St. Rank hold STPZ as of Q1 2024.

Dynamic Advisor Solutions reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
Dynamic Advisor Solutions sold 7,243 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2024, an estimated $370K.
Dynamic Advisor Solutions first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2022 and held it in 6 quarters.
Dynamic Advisor Solutions's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $522K in Q2 2023.
113 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2024, filed 12 Apr 2024.