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

Strategic Wealth 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
2026 Q2	$18.7K	Sell	351 -2	-0.6%	-$108	﹤0.01%	766
2026 Q1	$19.1K	Sell	353 -8	-2%	-$431	﹤0.01%	716
2025 Q4	$19.4K	Sell	361 -1	-0.3%	-$54	﹤0.01%	707
2025 Q3	$19.6K	Hold	362	–	–	﹤0.01%	739
2025 Q2	$19.5K	Buy	+362	New	+$19.4K	﹤0.01%	654
2020 Q2	–	Sell	-9,484	Closed	-$497K	–	162
2020 Q1	$497K	Hold	9,484	–	–	0.26%	93
2019 Q4	$497K	Sell	9,484 -1,787	-16%	-$93.6K	0.26%	93
2019 Q3	$589	Sell	11,271 -1,122	-9%	-$58.9K	﹤0.01%	221
2019 Q2	$652K	Sell	12,393 -4,538	-27%	-$236K	0.31%	85
2019 Q1	$876K	Sell	16,931 -207	-1%	-$10.6K	0.4%	78
2018 Q4	$916K	Hold	17,138	–	–	0.46%	71
2018 Q3	$880K	Sell	17,138 -84	-0.5%	-$4.32K	0.47%	73
2018 Q2	$891K	Sell	17,222 -2,539	-13%	-$131K	0.52%	64
2018 Q1	$1.03M	Sell	19,761 -26,758	-58%	-$1.39M	0.53%	61
2017 Q4	$2.44M	Buy	+46,519	New	+$2.42M	1.35%	13

Other funds holding STPZ

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

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

AAS

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

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

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

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

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

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

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

Strategic Wealth Partners's STPZ Position: Q2 2026 in Review

Strategic Wealth Partners reduced its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 0.57% in Q2 2026, selling an estimated $108 and leaving 351 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Strategic Wealth Partners first reported a position in STPZ in Q4 2017 and has held it in 15 quarters since. The position peaked at $2.44M in Q4 2017. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

Strategic Wealth Partners held 351 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $18.7K as of Q2 2026.
Strategic Wealth Partners sold 2 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $108.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #766 holding.
Strategic Wealth Partners first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2017 and has held it in 15 quarters since.
Strategic Wealth Partners's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $2.44M in Q4 2017.
116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.