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Optimus Capital Advisors’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Optimus Capital Advisors’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
Q2 		$5.16M Buy
96,664
+1,296
+1% +$69.9K 2.77% 12
2026
Q1 		$5.16M Buy
95,368
+9,786
+11% +$528K 3.05% 14
2025
Q4 		$4.59M Buy
+85,582
New +$4.62M 2.69% 16

Other funds holding STPZ

WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
LWA
Lantern Wealth Advisors Melville, New York $218M AUM 23.72% 1-Year Est. Return

Optimus Capital Advisors's STPZ Position: Q2 2026 in Review

Optimus Capital Advisors increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 1.4% in Q2 2026, buying an estimated $69.9K and bringing the position to 96,664 shares worth $5.16M. The position accounts for 2.77% of the portfolio, ranked #12.

Optimus Capital Advisors first reported a position in STPZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.16M in Q1 2026. 56 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

  • Optimus Capital Advisors held 96,664 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $5.16M as of Q2 2026.
  • Optimus Capital Advisors bought 1,296 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $69.9K.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 2.77% of Optimus Capital Advisors's portfolio in Q2 2026, its #12 holding.
  • Optimus Capital Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • Optimus Capital Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $5.16M in Q1 2026.
  • 56 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Optimus Capital Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.