TSA Wealth Management
STPZ icon

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

TSA 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
2026
Q3 		$525K Buy
+10,117
New +$532K 0.15% 66

Other funds holding STPZ

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Woodward Financial Advisors
Woodward Financial Advisors Chapel Hill, North Carolina $254M AUM 11.87% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Essential Planning
Essential Planning Portsmouth, New Hampshire $365M AUM 8.68% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Cherry Tree Wealth Management
Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return
Courage Miller Partners
Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

TSA Wealth Management's STPZ Position: Q3 2026 in Review

TSA Wealth Management opened a new position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2026: 10,117 shares worth $525K. The stake represents 0.15% of the portfolio and ranks #66 among its holdings.

24 funds tracked by Wall St. Rank hold STPZ as of Q3 2026.

  • TSA Wealth Management held 10,117 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $525K as of Q3 2026.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund was a new TSA Wealth Management position in Q3 2026.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 0.15% of TSA Wealth Management's portfolio in Q3 2026, its #66 holding.
  • 24 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2026.

Based on TSA Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.