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

Proficio Capital Partners’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 Q1	–	Sell	-3,870	Closed	-$214K	–	332
2021 Q4	$214K	Sell	3,870 -163	-4%	-$8.98K	0.03%	280
2021 Q3	$221K	Hold	4,033	–	–	0.03%	273
2021 Q2	$222K	Sell	4,033 -72	-2%	-$3.96K	0.03%	272
2021 Q1	$225K	Buy	+4,105	New	+$224K	0.03%	240

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Proficio Capital Partners's STPZ Position: Q1 2022 in Review

Proficio Capital Partners sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2022, closing a stake of 3,870 shares — an estimated $214K sold.

Proficio Capital Partners first reported a position in STPZ in Q1 2021 and held it in 4 quarters. The position peaked at $225K in Q1 2021. 148 funds tracked by Wall St. Rank hold STPZ as of Q1 2022.

Proficio Capital Partners reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
Proficio Capital Partners sold 3,870 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2022, an estimated $214K.
Proficio Capital Partners first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2021 and held it in 4 quarters.
Proficio Capital Partners's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $225K in Q1 2021.
148 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2022.

Based on Proficio Capital Partners's 13F filing for Q1 2022, filed 13 May 2022.