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

PFG 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
2023
Q2 		– Sell
-6,616
Closed -$338K – 541
2023
Q1 		$338K Buy
+6,616
New +$332K 0.07% 317

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFG Investments's STPZ Position: Q2 2023 in Review

PFG Investments sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2023, closing a stake of 6,616 shares — an estimated $338K sold.

PFG Investments first reported a position in STPZ in Q1 2023 and held it in 1 quarter. The position peaked at $338K in Q1 2023. 132 funds tracked by Wall St. Rank hold STPZ as of Q2 2023.

  • PFG Investments reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
  • PFG Investments sold 6,616 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2023, an estimated $338K.
  • PFG Investments first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2023 and held it in 1 quarter.
  • PFG Investments's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $338K in Q1 2023.
  • 132 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2023.

Based on PFG Investments's 13F filing for Q2 2023, filed 3 Aug 2023.