STPZ — PIMCO ETF TR

Ownership history in Essential Planning, LLC.  ·  12 quarters on record

This page tracks every 13F SEC filing in which Essential Planning, LLC. reported a position in PIMCO ETF TR (STPZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.65% (2023 Q4)
Avg. % of fund
0.53%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 20,776 -132 -0.6% 0.36% $1.1M $53.66
2025 Q3 REDUCED 20,908 -3,088 -12.9% 0.39% $1.1M $53.53
2025 Q2 REDUCED 23,996 -751 -3.0% 0.48% $1.3M $52.65
2025 Q1 REDUCED 24,747 -1,478,435 -98.4% 0.54% $1.3M $52.11
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    STPZ price (monthly, adj. close)

Other funds also holding STPZ

As of 2025 Q4 — sorted by position size

Eagle Strategies LLC 3Y 1.83% Belleair Asset Management, LLC 1.6% Hudson Portfolio Management LLC 3Y 1.58% Lantern Wealth Advisors, LLC 1.22% Kelman-Lazarov, Inc. 3Y 7Y 1.03% Ameritas Advisory Services, LLC 3Y 0.73% Arbor Investment Advisors, LLC 3Y 7Y 0.67% Motiv8 Investments LLC 0.65% Gallagher Capital Advisors, LLC 0.39% Lutz Financial Services LLC 3Y 7Y 0.29%
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