Financial Gravity Asset Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Financial Gravity Asset Management’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 Q1	$3.52K	Hold	65	–	–	﹤0.01%	680
2025 Q4	$3.49K	Hold	65	–	–	﹤0.01%	576
2025 Q3	$3.52K	Buy	+65	New	+$3.51K	﹤0.01%	720
2025 Q1	$3.51K	Buy	+65	New	+$3.45K	﹤0.01%	757
2024 Q2	$13.3K	Sell	257 -639	-71%	-$32.9K	﹤0.01%	441
2024 Q1	$45.8K	Hold	896	–	–	0.01%	264
2023 Q4	$45.8K	Buy	+896	New	+$45.2K	0.01%	264

Other funds holding STPZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Eagle Strategies New York $1.01B AUM 26.85% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Financial Gravity Asset Management's STPZ Position: Q1 2026 in Review

Financial Gravity Asset Management held its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) position steady in Q1 2026 at 65 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Financial Gravity Asset Management first reported a position in STPZ in Q4 2023 and has held it in 7 quarters since. The position peaked at $45.8K in Q1 2024. 116 funds tracked by Wall St. Rank hold STPZ as of Q1 2026.

Financial Gravity Asset Management held 65 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $3.52K as of Q1 2026.
Financial Gravity Asset Management left its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund share count unchanged in Q1 2026.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #680 holding.
Financial Gravity Asset Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2023 and has held it in 7 quarters since.
Financial Gravity Asset Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $45.8K in Q1 2024.
116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.