ECA
STPZ icon

Elevation Capital Advisory’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Elevation Capital Advisory’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
2026
Q2 		– Sell
-143,984
Closed -$7.79M – 82
2026
Q1 		$7.79M Buy
+143,984
New +$7.77M 3.32% 3

Other funds holding STPZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Elevation Capital Advisory's STPZ Position: Q2 2026 in Review

Elevation Capital Advisory sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2026, closing a stake of 143,984 shares — an estimated $7.79M sold.

Elevation Capital Advisory first reported a position in STPZ in Q1 2026 and held it in 1 quarter. The position peaked at $7.79M in Q1 2026. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

  • Elevation Capital Advisory reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • Elevation Capital Advisory sold 143,984 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $7.79M.
  • Elevation Capital Advisory first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2026 and held it in 1 quarter.
  • Elevation Capital Advisory's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $7.79M in Q1 2026.
  • 116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.