SeaCrest Wealth Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

SeaCrest Wealth Management’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 Q3	–	Sell	-982	Closed	-$51K	–	1412
2022 Q2	$51K	Buy	+982	New	+$52.5K	0.01%	1109
2019 Q2	–	Sell	-713	Closed	-$37K	–	1672
2019 Q1	$37K	Hold	713	–	–	0.01%	1050
2018 Q4	$36K	Hold	713	–	–	0.01%	1015
2018 Q3	$37K	Hold	713	–	–	0.01%	1127
2018 Q2	$37K	Sell	713 -280	-28%	-$14.5K	0.01%	1109
2018 Q1	$52K	Hold	993	–	–	0.01%	940
2017 Q4	$52K	Buy	+993	New	+$51.8K	0.01%	945

Other funds holding STPZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SeaCrest Wealth Management's STPZ Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2022, closing a stake of 982 shares — an estimated $51K sold.

SeaCrest Wealth Management first reported a position in STPZ in Q4 2017 and held it in 7 quarters. The position peaked at $52K in Q1 2018. 152 funds tracked by Wall St. Rank hold STPZ as of Q3 2022.

SeaCrest Wealth Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 982 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2022, an estimated $51K.
SeaCrest Wealth Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $52K in Q1 2018.
152 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.