STPZ — PIMCO ETF TR

Ownership history in Focus Partners Advisor Solutions, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Focus Partners Advisor Solutions, 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
0.21% (2023 Q2)
Avg. % of fund
0.1%
First filed
2022 Q3
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 58,855 -7,210 -10.9% 0.04% $3.2M $53.53
2025 Q2 REDUCED 66,065 -1,096 -1.6% 0.05% $3.6M $52.65
2025 Q1 REDUCED 67,161 -968 -1.4% 0.06% $3.6M $52.11
2024 Q4 REDUCED 68,129 -1,288 -1.9% 0.06% $3.6M $50.43
7 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% Essential Planning, LLC. 3Y 0.36%
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