Avantax Advisory Services’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Avantax Advisory Services’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
2025 Q2	$249K	Sell	4,671 -1,702	-27%	-$89.9K	﹤0.01%	2056
2025 Q1	$344K	Buy	6,373 +1,769	+38%	+$93.4K	﹤0.01%	1739
2024 Q4	$239K	Sell	4,604 -420	-8%	-$22.2K	﹤0.01%	1944
2024 Q3	$272K	Buy	5,024 +42	+0.8%	+$2.24K	﹤0.01%	1825
2024 Q2	$262K	Sell	4,982 -29	-0.6%	-$1.52K	﹤0.01%	1788
2024 Q1	$267K	Sell	5,011 -1,669	-25%	-$88.5K	﹤0.01%	1366
2023 Q4	$356K	Buy	6,680 +52	+0.8%	+$2.71K	﹤0.01%	1146
2023 Q3	$343K	Sell	6,628 -433	-6%	-$22.9K	﹤0.01%	1118
2023 Q2	$382K	Buy	7,061 +73	+1%	+$4K	﹤0.01%	1059
2023 Q1	$390K	Buy	6,988 +35	+0.5%	+$1.92K	﹤0.01%	1019
2022 Q4	$376K	Buy	6,953 +990	+17%	+$53.7K	0.01%	1000
2022 Q3	$317K	Buy	+5,963	New	+$343K	﹤0.01%	980
2020 Q4	–	Sell	-5,304	Closed	-$345K	–	1323
2020 Q3	$345K	Buy	5,304 +2,006	+61%	+$129K	0.01%	958
2020 Q2	$208K	Hold	3,298	–	–	0.01%	777
2020 Q1	$200K	Buy	+3,298	New	+$200K	0.01%	723

Other funds holding TIPZ

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

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

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Avantax Advisory Services's TIPZ Position: Q2 2025 in Review

Avantax Advisory Services reduced its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 27% in Q2 2025, selling an estimated $89.9K and leaving 4,671 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #2056.

Avantax Advisory Services first reported a position in TIPZ in Q1 2020 and has held it in 15 quarters since. The position peaked at $390K in Q1 2023. 45 funds tracked by Wall St. Rank hold TIPZ as of Q2 2025.

Avantax Advisory Services held 4,671 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $249K as of Q2 2025.
Avantax Advisory Services sold 1,702 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2025, an estimated $89.9K.
PIMCO Broad US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2056 holding.
Avantax Advisory Services first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2020 and has held it in 15 quarters since.
Avantax Advisory Services's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $390K in Q1 2023.
45 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.