Cetera Investment Advisers’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Cetera Investment Advisers’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	$219K	Sell	4,179 -1,999	-32%	-$106K	﹤0.01%	4429
2026 Q1	$328K	Sell	6,178 -2,415	-28%	-$129K	﹤0.01%	3904
2025 Q4	$450K	Sell	8,593 -8,774	-51%	-$469K	﹤0.01%	3528
2025 Q3	$933K	Sell	17,367 -7,604	-30%	-$406K	﹤0.01%	2826
2025 Q2	$1.33M	Buy	+24,971	New	+$1.32M	﹤0.01%	2141
2023 Q1	–	Sell	-5,306	Closed	-$287K	–	2245
2022 Q4	$287K	Buy	+5,306	New	+$288K	﹤0.01%	1690
2022 Q3	–	Sell	-3,840	Closed	-$221K	–	1872
2022 Q2	$221K	Buy	3,840 +51	+1%	+$3.07K	﹤0.01%	1611
2022 Q1	$240K	Sell	3,789 -49	-1%	-$3.14K	﹤0.01%	1601
2021 Q4	$253K	Buy	3,838 +682	+22%	+$45.2K	﹤0.01%	1592
2021 Q3	$207K	Sell	3,156 -700	-18%	-$46.4K	﹤0.01%	1651
2021 Q2	$253K	Buy	+3,856	New	+$251K	﹤0.01%	1525
2021 Q1	–	Sell	-4,259	Closed	-$279K	–	1703
2020 Q4	$279K	Buy	+4,259	New	+$275K	0.01%	1278

Other funds holding TIPZ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

AWM

Apex Wealth Management Bedford, New Hampshire $164M AUM 21.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Cetera Investment Advisers's TIPZ Position: Q2 2026 in Review

Cetera Investment Advisers reduced its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 32% in Q2 2026, selling an estimated $106K and leaving 4,179 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #4429.

Cetera Investment Advisers first reported a position in TIPZ in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.33M in Q2 2025. 36 funds tracked by Wall St. Rank hold TIPZ as of Q2 2026.

Cetera Investment Advisers held 4,179 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $219K as of Q2 2026.
Cetera Investment Advisers sold 1,999 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $106K.
PIMCO Broad US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4429 holding.
Cetera Investment Advisers first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q4 2020 and has held it in 12 quarters since.
Cetera Investment Advisers's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $1.33M in Q2 2025.
36 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.