STPZ — PIMCO ETF TR

Ownership history in KWB Wealth  ·  1 quarter on record

This page tracks every 13F SEC filing in which KWB Wealth 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
0.04% (2025 Q3)
Avg. % of fund
0.04%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 7,266 — — 0.04% $391K $53.53
% 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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