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

Focus Partners 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
2026 Q2	$2.8M	Sell	52,462 -783	-1%	-$42.2K	0.02%	298
2026 Q1	$2.88M	Buy	+53,245	New	+$2.87M	0.03%	279
2025 Q4	–	Sell	-58,855	Closed	-$3.19M	–	1249
2025 Q3	$3.19M	Sell	58,855 -7,210	-11%	-$390K	0.04%	251
2025 Q2	$3.55M	Sell	66,065 -1,096	-2%	-$58.7K	0.05%	180
2025 Q1	$3.63M	Sell	67,161 -968	-1%	-$51.4K	0.06%	164
2024 Q4	$3.56M	Sell	68,129 -1,288	-2%	-$67.6K	0.06%	151
2024 Q3	$3.67M	Buy	+69,417	New	+$3.62M	0.08%	128
2024 Q1	–	Sell	-71,578	Closed	-$3.66M	–	638
2023 Q4	$3.66M	Buy	71,578 +1,924	+3%	+$97.1K	0.18%	62
2023 Q3	$3.49M	Sell	69,654 -6,605	-9%	-$332K	0.17%	63
2023 Q2	$3.84M	Buy	76,259 +55,581	+269%	+$2.82M	0.21%	54
2023 Q1	$1.06M	Sell	20,678 -19,188	-48%	-$964K	0.07%	120
2022 Q4	$1.99M	Buy	39,866 +31,152	+357%	+$1.55M	0.15%	77
2022 Q3	$431K	Buy	+8,714	New	+$450K	0.03%	243

Other funds holding STPZ

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 Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Focus Partners Advisor Solutions's STPZ Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 1.5% in Q2 2026, selling an estimated $42.2K and leaving 52,462 shares worth $2.8M. The position accounts for 0.02% of the portfolio, ranked #298.

Focus Partners Advisor Solutions first reported a position in STPZ in Q3 2022 and has held it in 13 quarters since. The position peaked at $3.84M in Q2 2023. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

Focus Partners Advisor Solutions held 52,462 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $2.8M as of Q2 2026.
Focus Partners Advisor Solutions sold 783 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $42.2K.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.02% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #298 holding.
Focus Partners Advisor Solutions first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2022 and has held it in 13 quarters since.
Focus Partners Advisor Solutions's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $3.84M in Q2 2023.
116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.