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

Stratos Wealth Advisors’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	-20,345	Closed	-$1.05M	–	762
2024 Q2	$1.05M	Buy	20,345 +470	+2%	+$24.2K	0.05%	322
2024 Q1	$1.02M	Buy	19,875 +1,982	+11%	+$102K	0.06%	321
2023 Q4	$915K	Buy	17,893 +1,947	+12%	+$98.3K	0.05%	344
2023 Q3	$799K	Buy	+15,946	New	+$801K	0.05%	351
2022 Q1	–	Sell	-4,179	Closed	-$231K	–	577
2021 Q4	$231K	Buy	+4,179	New	+$230K	0.02%	506

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

AAS

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Stratos Wealth Advisors's STPZ Position: Q3 2024 in Review

Stratos Wealth Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2024, closing a stake of 20,345 shares — an estimated $1.05M sold.

Stratos Wealth Advisors first reported a position in STPZ in Q4 2021 and held it in 5 quarters. The position peaked at $1.05M in Q2 2024. 107 funds tracked by Wall St. Rank hold STPZ as of Q3 2024.

Stratos Wealth Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
Stratos Wealth Advisors sold 20,345 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2024, an estimated $1.05M.
Stratos Wealth Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2021 and held it in 5 quarters.
Stratos Wealth Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1.05M in Q2 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 Stratos Wealth Advisors's 13F filing for Q3 2024, filed 17 Oct 2024.