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

Apex 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 Q3	–	Sell	-39,158	Closed	-$2.05M	–	68
2026 Q2	$2.05M	Buy	39,158 +487	+1%	+$25.8K	1.25%	27
2026 Q1	$2.05M	Buy	+38,671	New	+$2.06M	1.41%	24

Other funds holding TIPZ

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HPM

Hoxton Planning & Management Shepherdstown, West Virginia $392M AUM 16.14% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Apex Wealth Management's TIPZ Position: Q3 2026 in Review

Apex Wealth Management sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q3 2026, closing a stake of 39,158 shares — an estimated $2.05M sold.

Apex Wealth Management first reported a position in TIPZ in Q1 2026 and held it in 2 quarters. The position peaked at $2.05M in Q1 2026. 3 funds tracked by Wall St. Rank hold TIPZ as of Q3 2026.

Apex Wealth Management reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q3 2026 after selling out during the quarter.
Apex Wealth Management sold 39,158 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q3 2026, an estimated $2.05M.
Apex Wealth Management first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2026 and held it in 2 quarters.
Apex Wealth Management's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $2.05M in Q1 2026.
3 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q3 2026.

Based on Apex Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.