Focus Partners Wealth
STPZ icon

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

Focus Partners 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
2026
Q1 		$3.62M Sell
66,851
-1,269
-2% -$68.4K ﹤0.01% 1057
2025
Q4 		$3.66M Buy
68,120
+36,337
+114% +$1.96M ﹤0.01% 1073
2025
Q3 		$1.72M Sell
31,783
-3,102
-9% -$168K ﹤0.01% 1076
2025
Q2 		$1.88M Sell
34,885
-86
-0.2% -$4.61K ﹤0.01% 921
2025
Q1 		$1.89M Sell
34,971
-1,802
-5% -$95.6K ﹤0.01% 861
2024
Q4 		$1.92M Sell
36,773
-45,727
-55% -$2.4M 0.01% 843
2024
Q3 		$4.36M Buy
82,500
+37,670
+84% +$1.97M 0.01% 596
2024
Q2 		$2.31M Buy
+44,830
New +$2.3M 0.01% 628

Other funds holding STPZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
ES
Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return