SEC 13F Intelligence

Lokken Investment Group LLC / STPZ

Lokken Investment Group LLC’s Pimco Etf Tr Position

Does Lokken Investment Group LLC own Pimco Etf Tr (STPZ)? Not currently — the last reported position was 73.0K shares worth $4M in Q3 2022; the fund’s latest 13F (Q3 2025) no longer reports it.

Position Value
$4M
Q3 2022
Shares
73.0K
% of Portfolio
+3.11%
Quarters Held
6
position exited

Position History STPZ

Reported value by quarter
Q2 ’21: $2MQ2 ’21Q3 ’21: $4MQ3 ’21Q4 ’21: $4MQ4 ’21Q1 ’22: $4MQ1 ’22Q2 ’22: $4MQ2 ’22Q3 ’22: $4MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202273.0K$4M+3.11%
Q2 202270.0K$4M+2.97%
Q1 202277.0K$4M+3.30%
Q4 202169.3K$4M+2.73%
Q3 202168.7K$4M+2.99%
Q2 202144.0K$2M+1.97%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lokken Investment Group LLC’s full portfolio or all institutional holders of STPZ.