SW
STPZ icon

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

Simplicity Wealth’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
2024
Q3 		– Sell
-367,602
Closed -$19M – 1111
2024
Q2 		$19M Sell
367,602
-5,341
-1% -$275K 0.43% 37
2024
Q1 		$19.2M Buy
+372,943
New +$19.1M 0.46% 35

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Simplicity Wealth's STPZ Position: Q3 2024 in Review

Simplicity Wealth sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2024, closing a stake of 367,602 shares — an estimated $19M sold.

Simplicity Wealth first reported a position in STPZ in Q1 2024 and held it in 2 quarters. The position peaked at $19.2M in Q1 2024. 107 funds tracked by Wall St. Rank hold STPZ as of Q3 2024.

  • Simplicity Wealth reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 367,602 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2024, an estimated $19M.
  • Simplicity Wealth first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $19.2M in Q1 2024.
  • 107 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.