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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $190M AUM 42.56% 1-Year Est. Return

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

Apex Wealth Management increased its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 1.3% in Q2 2026, buying an estimated $25.8K and bringing the position to 39,158 shares worth $2.05M. The position accounts for 1.25% of the portfolio, ranked #27.

Apex Wealth Management first reported a position in TIPZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.05M in Q1 2026. 36 funds tracked by Wall St. Rank hold TIPZ as of Q2 2026.

  • Apex Wealth Management held 39,158 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $2.05M as of Q2 2026.
  • Apex Wealth Management bought 487 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $25.8K.
  • PIMCO Broad US TIPS Index Exchange-Traded Fund made up 1.25% of Apex Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Apex Wealth Management first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2026 and has held it in 2 quarters since.
  • Apex Wealth Management's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $2.05M in Q1 2026.
  • 36 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Apex Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.