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

Atria Wealth Solutions’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
2023 Q4	–	Sell	-3,936	Closed	-$204K	–	2023
2023 Q3	$204K	Buy	3,936 +55	+1%	+$2.91K	﹤0.01%	1691
2023 Q2	$210K	Sell	3,881 -97	-2%	-$5.31K	﹤0.01%	1664
2023 Q1	$222K	Buy	3,978 +34	+0.9%	+$1.86K	﹤0.01%	1608
2022 Q4	$213K	Sell	3,944 -544	-12%	-$29.5K	﹤0.01%	1574
2022 Q3	$239K	Buy	4,488 +105	+2%	+$6.04K	﹤0.01%	1450
2022 Q2	$252K	Buy	4,383 +105	+2%	+$6.32K	﹤0.01%	1311
2022 Q1	$271K	Buy	+4,278	New	+$274K	﹤0.01%	1376

Other funds holding TIPZ

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LGWM

Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Atria Wealth Solutions's TIPZ Position: Q4 2023 in Review

Atria Wealth Solutions sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q4 2023, closing a stake of 3,936 shares — an estimated $204K sold.

Atria Wealth Solutions first reported a position in TIPZ in Q1 2022 and held it in 7 quarters. The position peaked at $271K in Q1 2022. 49 funds tracked by Wall St. Rank hold TIPZ as of Q4 2023.

Atria Wealth Solutions reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
Atria Wealth Solutions sold 3,936 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q4 2023, an estimated $204K.
Atria Wealth Solutions first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2022 and held it in 7 quarters.
Atria Wealth Solutions's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $271K in Q1 2022.
49 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.