CWA Asset Management Group’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

CWA Asset Management Group’s Portfolio TIPX Stock Details TIPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-12,500	Closed	-$228K	–	336
2022 Q3	$228K	Sell	12,500 -1,230	-9%	-$23.8K	0.02%	269
2022 Q2	$267K	Buy	13,730 +1,230	+10%	+$24.6K	0.03%	245
2022 Q1	$259K	Buy	+12,500	New	+$261K	0.02%	251

Other funds holding TIPX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

SFM

Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

CWA Asset Management Group's TIPX Position: Q4 2022 in Review

CWA Asset Management Group sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q4 2022, closing a stake of 12,500 shares — an estimated $228K sold.

CWA Asset Management Group first reported a position in TIPX in Q1 2022 and held it in 3 quarters. The position peaked at $267K in Q2 2022. 142 funds tracked by Wall St. Rank hold TIPX as of Q4 2022.

CWA Asset Management Group reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q4 2022 after selling out during the quarter.
CWA Asset Management Group sold 12,500 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q4 2022, an estimated $228K.
CWA Asset Management Group first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2022 and held it in 3 quarters.
CWA Asset Management Group's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $267K in Q2 2022.
142 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q4 2022.

Based on CWA Asset Management Group's 13F filing for Q4 2022, filed 9 Jan 2023.