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Compass Financial Management’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Compass Financial Management’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
Wells Fargo
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
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $190M AUM 42.56% 1-Year Est. Return

Compass Financial Management's TIPZ Position: Q2 2026 in Review

Compass Financial Management 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.

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

  • Compass Financial Management 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 position in Q2 2026.
  • PIMCO Broad US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1367 holding.
  • 35 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.