Wealthspire Advisors (New York)
STPZ icon

Wealthspire Advisors (New York)’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Wealthspire Advisors (New York)’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 		$317K Buy
+5,936
New +$320K ﹤0.01% 975
2025
Q4 		– Sell
-211
Closed -$11.4K – 2663
2025
Q3 		$11.4K Buy
+211
New +$11.4K ﹤0.01% 1951

Other funds holding STPZ

Bank of America
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
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IHT Wealth Management
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bleakley Financial Group
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthspire Advisors (New York)'s STPZ Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2026: 5,936 shares worth $317K. The stake represents ﹤0.01% of the portfolio and ranks #975 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in STPZ as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in STPZ in Q3 2025 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold STPZ as of Q2 2026.

  • Wealthspire Advisors (New York) held 5,936 shares of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund worth $317K as of Q2 2026.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund was a new Wealthspire Advisors (New York) position in Q2 2026.
  • PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #975 holding.
  • Wealthspire Advisors (New York) first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2025 and has held it in 2 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 Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.