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

Summit Financial’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	$1.33M	Buy	24,873 +379	+2%	+$20.4K	0.01%	753
2026 Q1	$1.33M	Buy	24,494 +4,421	+22%	+$238K	0.02%	687
2025 Q4	$1.08M	Sell	20,073 -1,597	-7%	-$86.2K	0.02%	643
2025 Q3	$1.17M	Sell	21,670 -533	-2%	-$28.8K	0.02%	604
2025 Q2	$1.19M	Buy	22,203 +30	+0.1%	+$1.61K	0.03%	384
2025 Q1	$1.2M	Buy	22,173 +128	+0.6%	+$6.79K	0.03%	337
2024 Q4	$1.15M	Buy	22,045 +605	+3%	+$31.8K	0.04%	290
2024 Q3	$1.13M	Buy	+21,440	New	+$1.12M	0.04%	236

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

Summit Financial's STPZ Position: Q2 2026 in Review

Summit Financial increased its PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) stake by 1.5% in Q2 2026, buying an estimated $20.4K and bringing the position to 24,873 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #753.

Summit Financial first reported a position in STPZ in Q3 2024 and has held it in 8 quarters since. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

Summit Financial held 24,873 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $1.33M as of Q2 2026.
Summit Financial bought 379 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $20.4K.
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.01% of Summit Financial's portfolio in Q2 2026, its #753 holding.
Summit Financial first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2024 and has held it in 8 quarters since.
116 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.