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AE Wealth Management’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

AE Wealth Management’s Portfolio TIPZ Stock Details TIPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.17K Hold
22
– – ﹤0.01% 2509
2025
Q4 		$1.15K Hold
22
– – ﹤0.01% 2375
2025
Q3 		$1.18K Hold
22
– – ﹤0.01% 2204
2025
Q2 		$1.17K Sell
22
-17
-44% -$898 ﹤0.01% 2070
2025
Q1 		$2.1K Hold
39
– – ﹤0.01% 2030
2024
Q4 		$2.02K Buy
+39
New +$2.06K ﹤0.01% 1998

Other funds holding TIPZ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
AWM
Apex Wealth Management Bedford, New Hampshire $146M AUM 15.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return

AE Wealth Management's TIPZ Position: Q1 2026 in Review

AE Wealth Management held its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) position steady in Q1 2026 at 22 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2509.

AE Wealth Management first reported a position in TIPZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.1K in Q1 2025. 38 funds tracked by Wall St. Rank hold TIPZ as of Q1 2026.

  • AE Wealth Management held 22 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $1.17K as of Q1 2026.
  • AE Wealth Management left its PIMCO Broad US TIPS Index Exchange-Traded Fund share count unchanged in Q1 2026.
  • PIMCO Broad US TIPS Index Exchange-Traded Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2509 holding.
  • AE Wealth Management first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
  • AE Wealth Management's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $2.1K in Q1 2025.
  • 38 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.