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B. Riley Wealth Advisors’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

B. Riley Wealth Advisors’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
2022
Q3 		– Sell
-4,006
Closed -$231K – 1531
2022
Q2 		$231K Buy
+4,006
New +$241K 0.01% 983
2022
Q1 		– Sell
-3,144
Closed -$208K – 1502
2021
Q4 		$208K Sell
3,144
-1,640
-34% -$109K 0.01% 1255
2021
Q3 		$315K Buy
+4,784
New +$317K 0.01% 1015

Other funds holding TIPZ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SW
Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B. Riley Wealth Advisors's TIPZ Position: Q3 2022 in Review

B. Riley Wealth Advisors sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q3 2022, closing a stake of 4,006 shares — an estimated $231K sold.

B. Riley Wealth Advisors first reported a position in TIPZ in Q3 2021 and held it in 3 quarters. The position peaked at $315K in Q3 2021. 58 funds tracked by Wall St. Rank hold TIPZ as of Q3 2022.

  • B. Riley Wealth Advisors reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,006 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q3 2022, an estimated $231K.
  • B. Riley Wealth Advisors first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q3 2021 and held it in 3 quarters.
  • B. Riley Wealth Advisors's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $315K in Q3 2021.
  • 58 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q3 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.