Motiv8 Investments’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Motiv8 Investments’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
2025 Q4	$1.19K	Buy	22,200 +384	+2%	+$20.7K	0.65%	56
2025 Q3	$1.18M	Buy	21,816 +4,465	+26%	+$241K	0.63%	63
2025 Q2	$934K	Buy	17,351 +284	+2%	+$15.2K	0.57%	67
2025 Q1	$922K	Buy	17,067 +2,129	+14%	+$113K	0.61%	64
2024 Q4	$781K	Sell	14,938 -1,769	-11%	-$92.8K	0.55%	64
2024 Q3	$883K	Buy	16,707 +1,672	+11%	+$87.2K	0.59%	50
2024 Q2	$777K	Sell	15,035 -478	-3%	-$24.6K	0.58%	50
2024 Q1	$799K	Buy	15,513 +4,953	+47%	+$254K	0.62%	36
2023 Q4	$540K	Buy	+10,560	New	+$533K	0.48%	51

Other funds holding STPZ

Bank of America

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

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

Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return