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 Q2	$942	Sell	18 -4	-18%	-$212	﹤0.01%	2589
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $412M AUM 24.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWM

Apex Wealth Management Bedford, New Hampshire $164M AUM 21.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

AE Wealth Management's TIPZ Position: Q2 2026 in Review

AE Wealth Management reduced its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 18% in Q2 2026, selling an estimated $212 and leaving 18 shares worth $942. The position accounts for ﹤0.01% of the portfolio, ranked #2589.

AE Wealth Management first reported a position in TIPZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.1K in Q1 2025. 36 funds tracked by Wall St. Rank hold TIPZ as of Q2 2026.

AE Wealth Management held 18 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $942 as of Q2 2026.
AE Wealth Management sold 4 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $212.
PIMCO Broad US TIPS Index Exchange-Traded Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2589 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 7 quarters since.
AE Wealth Management's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $2.1K in Q1 2025.
36 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.