Purchases and Sales Made in Q2 2025 in Pimco ETF Tr 1 5 Yr Us Tips In (STPZ)
This table provides information about the institutional ownership of Pimco ETF Tr 1 5 Yr Us Tips In (STPZ) during Q2 2025. The information is specifically focused on institutions that hold shares of PIMCO ETF TR 1-5 YR US TIPS IN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
120KNew |
$6.39M - $6.51M
|
120K
$6.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
104KNew |
$5.53M - $5.64M
|
104K
$5.64M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
77.7KNew |
$4.14M - $4.22M
|
77.7K
$4.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
74.6KNew |
$3.97M - $4.05M
|
74.6K
$4.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
63.2K+ 229.96% |
$3.37M - $3.43M
|
90.7K
$4.92M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
51.3KNew |
$2.73M - $2.78M
|
51.3K
$2.78M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
43.3KNew |
$2.31M - $2.35M
|
43.3K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
37.2K+ 52.07% |
$1.98M - $2.02M
|
109K
$5.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
28.5K+ 146.83% |
$1.52M - $1.55M
|
47.9K
$2.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
26.3KNew |
$1.4M - $1.43M
|
26.3K
$1.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.7K+ 10.79% |
$1.05M - $1.07M
|
202K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.5K+ 41.56% |
$1.04M - $1.06M
|
66.3K
$3.6M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.6K+ 15.95% |
$993K - $1.01M
|
136K
$7.36M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
13.6KNew |
$724K - $738K
|
13.6K
$738K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.48K+ 102.2% |
$292K - $298K
|
10.8K
$589K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.1K+ 35.27% |
$218K - $222K
|
15.7K
$852K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
4.07KNew |
$217K - $221K
|
4.07K
$221K
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
3.97KNew |
$211K - $215K
|
3.97K
$215K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.76K+ 16.05% |
$147K - $150K
|
19.9K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.43K+ 0.95% |
$129K - $132K
|
257K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
2.34K+ 7.52% |
$125K - $127K
|
33.5K
$1.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.12K+ 5.51% |
$113K - $115K
|
40.6K
$2.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.96K+ 341.19% |
$104K - $106K
|
2.53K
$137K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.37K+ 1.5% |
$73.1K - $74.5K
|
93K
$5.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.28K+ 1.45% |
$68.2K - $69.5K
|
89.3K
$4.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.12KNew |
$59.4K - $60.5K
|
1.12K
$60.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.11K+ 5.93% |
$59.3K - $60.5K
|
19.9K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.11K+ 14.96% |
$59.3K - $60.4K
|
8.56K
$464K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1K+ 13.5% |
$53.3K - $54.3K
|
8.41K
$456K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
809+ 31.52% |
$43.1K - $43.9K
|
3.38K
$183K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
553+ 6.18% |
$29.5K - $30K
|
9.5K
$516K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
531+ 2.24% |
$28.3K - $28.8K
|
24.3K
$1.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
362New |
$19.3K - $19.6K
|
362
$19.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
355+ 34.5% |
$18.9K - $19.3K
|
1.38K
$75.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
284+ 1.66% |
$15.1K - $15.4K
|
17.4K
$942K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
253+ 0.71% |
$13.5K - $13.7K
|
36K
$1.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
200New |
$10.7K - $10.9K
|
200
$10.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
153+ 1.21% |
$8.15K - $8.3K
|
12.8K
$696K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
113+ 2.07% |
$6.02K - $6.13K
|
5.57K
$302K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
89New |
$4.74K - $4.83K
|
89
$4.83K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
30+ 0.14% |
$1.6K - $1.63K
|
22.2K
$1.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
25+ 0.51% |
$1.33K - $1.36K
|
4.91K
$267K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10+ 0.26% |
$533 - $543
|
3.89K
$211K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8+ 1.42% |
$426 - $434
|
572
$31K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3+ 1.54% |
$160 - $163
|
198
$10.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1- -0.0% |
$53.3 - $54.3
|
64.4K
$3.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-1- 1.2% |
$53.3 - $54.3
|
82
$4.45K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-18- 0.41% |
$959 - $977
|
4.36K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-89- 50.0% |
$4.74K - $4.83K
|
89
$4.83K
|