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 Q1	$2.05M	Buy	+38,671	New	+$2.06M	1.41%	24

Other funds holding TIPZ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

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

Apex Wealth Management opened a new position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q1 2026: 38,671 shares worth $2.05M. The stake represents 1.41% of the portfolio and ranks #24 among its holdings.

38 funds tracked by Wall St. Rank hold TIPZ as of Q1 2026.

Apex Wealth Management held 38,671 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $2.05M as of Q1 2026.
PIMCO Broad US TIPS Index Exchange-Traded Fund was a new Apex Wealth Management position in Q1 2026.
PIMCO Broad US TIPS Index Exchange-Traded Fund made up 1.41% of Apex Wealth Management's portfolio in Q1 2026, its #24 holding.
38 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on Apex Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.