Lokken Investment Group’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Lokken Investment Group’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
2022 Q4	–	Sell	-73,000	Closed	-$3.61M	–	127
2022 Q3	$3.61M	Buy	73,000 +3,023	+4%	+$156K	3.11%	9
2022 Q2	$3.66M	Sell	69,977 -6,998	-9%	-$374K	2.97%	8
2022 Q1	$4.16M	Buy	76,975 +7,724	+11%	+$423K	3.3%	6
2021 Q4	$3.82M	Buy	69,251 +502	+0.7%	+$27.7K	2.73%	8
2021 Q3	$3.77M	Buy	68,749 +24,721	+56%	+$1.36M	2.99%	7
2021 Q2	$2.42M	Buy	+44,028	New	+$2.42M	1.97%	13

Other funds holding STPZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Lokken Investment Group's STPZ Position: Q4 2022 in Review

Lokken Investment Group sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2022, closing a stake of 73,000 shares — an estimated $3.61M sold.

Lokken Investment Group first reported a position in STPZ in Q2 2021 and held it in 6 quarters. The position peaked at $4.16M in Q1 2022. 146 funds tracked by Wall St. Rank hold STPZ as of Q4 2022.

Lokken Investment Group reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
Lokken Investment Group sold 73,000 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2022, an estimated $3.61M.
Lokken Investment Group first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2021 and held it in 6 quarters.
Lokken Investment Group's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $4.16M in Q1 2022.
146 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2022.

Based on Lokken Investment Group's 13F filing for Q4 2022, filed 14 Feb 2023.