Cetera Investment Advisers
TIPZ icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
AWM
Apex Wealth Management Bedford, New Hampshire $146M AUM 15.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return