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Founders Financial Securities’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Founders Financial Securities’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
2024
Q1 		– Sell
-6,536
Closed -$334K – 417
2023
Q4 		$334K Buy
+6,536
New +$330K 0.04% 291

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Founders Financial Securities's STPZ Position: Q1 2024 in Review

Founders Financial Securities sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2024, closing a stake of 6,536 shares — an estimated $334K sold.

Founders Financial Securities first reported a position in STPZ in Q4 2023 and held it in 1 quarter. The position peaked at $334K in Q4 2023. 113 funds tracked by Wall St. Rank hold STPZ as of Q1 2024.

  • Founders Financial Securities reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
  • Founders Financial Securities sold 6,536 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2024, an estimated $334K.
  • Founders Financial Securities first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2023 and held it in 1 quarter.
  • Founders Financial Securities's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $334K in Q4 2023.
  • 113 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2024.

Based on Founders Financial Securities's 13F filing for Q1 2024, filed 17 Apr 2024.