Question 1

How many shares of STPZ does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 10,417 shares of STPZ (PIMCO ETF TR).

Question 2

What is Steward Partners Investment Advisory, LLC's STPZ position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's STPZ position is worth $555,642.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling STPZ?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their STPZ position (-27.8% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy STPZ?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in STPZ in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	10,417	-27.8%	$555,642	0.0%	$52.84	0
2026-Q1	Decreased	14,425	-11.9%	$780,488	0.0%	$52.60	0
2025-Q4	Unchanged	16,370	0.0%	$878,414	0.0%	$52.16	0
2025-Q3	Unchanged	16,370	0.0%	$886,895	0.0%	$52.04	0
2025-Q2	Decreased	16,370	-14.1%	$880,870	0.0%	$51.18	0
2025-Q1	Decreased	19,059	-1.9%	$1M	0.0%	$50.66	0
2024-Q4	Decreased	19,432	-4.8%	$1M	0.0%	$49.03	0
2024-Q3	Decreased	20,404	-2.6%	$1.1M	0.0%	$49.28	0
2024-Q2	Decreased	20,952	-1.4%	$1.1M	0.0%	$47.96	0
2024-Q1	Decreased	21,260	-64.6%	$1.1M	0.0%	$47.33	0
2023-Q4	Decreased	60,028	-4.4%	$3.1M	0.0%	$47.00	0
2023-Q3	Decreased	62,811	-5.2%	$3.1M	0.0%	$45.75	0
2023-Q2	Decreased	66,218	-32.4%	$3.3M	0.1%	$45.69	0
2023-Q1	Decreased	97,932	-12.4%	$5M	0.1%	$46.13	0
2022-Q4	Increased	111,863	+6.4%	$5.6M	0.1%	$45.08	29
2022-Q3	Increased	105,125	+3.3%	$5.2M	0.1%	$44.55	28
2022-Q2	Increased	101,739	+232.2%	$5.3M	0.1%	$46.00	44
2022-Q1	Decreased	30,630	-13.0%	$1.7M	0.0%	$46.80	0
2021-Q4	Increased	35,215	+43.6%	$1.9M	0.0%	$47.19	35
2021-Q3	Decreased	24,517	-6.8%	$1.3M	0.0%	$46.59	0
2021-Q2	Decreased	26,297	-43.7%	$1.4M	0.0%	$45.95	0
2021-Q1	Increased	46,708	+109.7%	$1.3B	0.0%	$45.22	51
2020-Q4	Increased	22,278	+0.3%	$1.2M	0.0%	$44.67	25
2020-Q3	Decreased	22,201	-3.4%	$1.2M	0.0%	$44.05	0
2020-Q2	Decreased	22,989	-1.4%	$1.2M	0.0%	$43.29	0
2020-Q1	Decreased	23,325	-9.7%	$1.2M	0.0%	$41.83	0
2019-Q4	Decreased	25,829	-1.6%	$1.4M	0.0%	$42.37	0
2019-Q3	Decreased	26,251	-0.2%	$1.4M	0.0%	$41.95	0
2019-Q2	Decreased	26,311	-1.1%	$1.4M	0.1%	$41.83	0
2019-Q1	New	26,605	-	$1.4M	0.1%	$41.11	35

STPZ30 quarters

STPZ
30 quarters