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Walled Lake Planning & Wealth Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Walled Lake Planning & 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
Q2 		$32.3M Buy
+605,911
New +$32.7M 8.16% 1

Other funds holding STPZ

ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
OCA
Optimus Capital Advisors Coppel, Texas $186M AUM
LWA
Lantern Wealth Advisors Melville, New York $218M AUM 23.72% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BAM
Belleair Asset Management Belleair Bluffs, Florida $119M AUM
HWA
HMV Wealth Advisors Shreveport, Louisiana $257M AUM 26.62% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

Walled Lake Planning & Wealth Management's STPZ Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management opened a new position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2026: 605,911 shares worth $32.3M. The stake represents 8.16% of the portfolio and ranks #1 among its holdings.

30 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 605,911 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $32.3M as of Q2 2026.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund was a new Walled Lake Planning & Wealth Management position in Q2 2026.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up 8.16% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #1 holding.
  • 30 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.