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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return