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COMPASS FINANCIAL MANAGEMENT LLC’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$1.1K Buy
+21
New +$1.11K ﹤0.01% 1367

Other funds holding TIPZ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $412M AUM 24.95% 1-Year Est. Return
AWM
Apex Wealth Management Bedford, New Hampshire $164M AUM 21.33% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $190M AUM 42.56% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
FW
Fairway Wealth Independence, Ohio $437M AUM 19.74% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's TIPZ Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q2 2026: 21 shares worth $1.1K. The stake represents ﹤0.01% of the portfolio and ranks #1367 among its holdings.

22 funds tracked by Wall St. Rank hold TIPZ as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 21 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $1.1K as of Q2 2026.
  • PIMCO Broad US TIPS Index Exchange-Traded Fund was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • PIMCO Broad US TIPS Index Exchange-Traded Fund made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1367 holding.
  • 22 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.