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CreativeOne Wealth’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

CreativeOne Wealth’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 		– Sell
-14,929
Closed -$782K – 1257
2025
Q4 		$782K Buy
14,929
+807
+6% +$43.2K 0.02% 641
2025
Q3 		$759K Buy
14,122
+307
+2% +$16.4K 0.02% 642
2025
Q2 		$736K Buy
13,815
+2,277
+20% +$120K 0.02% 629
2025
Q1 		$622K Sell
11,538
-48,431
-81% -$2.56M 0.02% 618
2024
Q4 		$3.11M Buy
59,969
+6,762
+13% +$357K 0.1% 196
2024
Q3 		$2.88M Buy
53,207
+27,132
+104% +$1.45M 0.1% 199
2024
Q2 		$1.37M Sell
26,075
-9,500
-27% -$498K 0.07% 259
2024
Q1 		$1.9M Buy
35,575
+19,998
+128% +$1.06M 0.08% 238
2023
Q4 		$831K Buy
15,577
+7,830
+101% +$407K 0.05% 278
2023
Q3 		$401K Buy
7,747
+2,682
+53% +$142K 0.03% 383
2023
Q2 		$274K Sell
5,065
-6,722
-57% -$368K 0.01% 671
2023
Q1 		$657K Buy
11,787
+7,067
+150% +$388K 0.03% 399
2022
Q4 		$255K Sell
4,720
-1,939
-29% -$105K 0.01% 630
2022
Q3 		$354K Buy
+6,659
New +$383K 0.02% 493

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

CreativeOne Wealth's TIPZ Position: Q1 2026 in Review

CreativeOne Wealth sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q1 2026, closing a stake of 14,929 shares — an estimated $782K sold.

CreativeOne Wealth first reported a position in TIPZ in Q3 2022 and held it in 14 quarters. The position peaked at $3.11M in Q4 2024. 38 funds tracked by Wall St. Rank hold TIPZ as of Q1 2026.

  • CreativeOne Wealth reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 14,929 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $782K.
  • CreativeOne Wealth first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q3 2022 and held it in 14 quarters.
  • CreativeOne Wealth's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $3.11M in Q4 2024.
  • 38 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.