Fulcrum Equity Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Fulcrum Equity 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
2023 Q1	–	Sell	-15,496	Closed	-$773K	–	105
2022 Q4	$773K	Sell	15,496 -71	-0.5%	-$3.54K	0.63%	40
2022 Q3	$769K	Sell	15,567 -78,764	-83%	-$4.07M	0.65%	36
2022 Q2	$4.93M	Buy	94,331 +29,033	+44%	+$1.55M	3.98%	4
2022 Q1	$3.56M	Buy	+65,298	New	+$3.57M	2.11%	11

Other funds holding STPZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Fulcrum Equity Management's STPZ Position: Q1 2023 in Review

Fulcrum Equity Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2023, closing a stake of 15,496 shares — an estimated $773K sold.

Fulcrum Equity Management first reported a position in STPZ in Q1 2022 and held it in 4 quarters. The position peaked at $4.93M in Q2 2022. 146 funds tracked by Wall St. Rank hold STPZ as of Q1 2023.

Fulcrum Equity Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
Fulcrum Equity Management sold 15,496 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2023, an estimated $773K.
Fulcrum Equity Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2022 and held it in 4 quarters.
Fulcrum Equity Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $4.93M in Q2 2022.
146 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2023.

Based on Fulcrum Equity Management's 13F filing for Q1 2023, filed 6 Apr 2023.