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

Element 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	-82	Closed	-$4.29K	–	273
2024 Q4	$4.29K	Hold	82	–	–	﹤0.01%	269
2024 Q3	$4.33K	Hold	82	–	–	﹤0.01%	264
2024 Q2	$4.23K	Hold	82	–	–	﹤0.01%	267
2024 Q1	$4.22K	Hold	82	–	–	﹤0.01%	249
2023 Q4	$4.19K	Hold	82	–	–	﹤0.01%	240
2023 Q3	$4.11K	Hold	82	–	–	﹤0.01%	231
2023 Q2	$4.13K	Buy	+82	New	+$4.16K	﹤0.01%	221

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

Element Wealth's STPZ Position: Q1 2025 in Review

Element Wealth sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2025, closing a stake of 82 shares — an estimated $4.29K sold.

Element Wealth first reported a position in STPZ in Q2 2023 and held it in 7 quarters. The position peaked at $4.33K in Q3 2024. 111 funds tracked by Wall St. Rank hold STPZ as of Q1 2025.

Element 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.
Element Wealth sold 82 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2025, an estimated $4.29K.
Element Wealth first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2023 and held it in 7 quarters.
Element Wealth's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $4.33K in Q3 2024.
111 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.