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Dynamic Advisor Solutions’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Dynamic Advisor Solutions’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
2022
Q2 		– Sell
-3,612
Closed -$229K – 777
2022
Q1 		$229K Buy
+3,612
New +$231K 0.02% 643

Other funds holding TIPZ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dynamic Advisor Solutions's TIPZ Position: Q2 2022 in Review

Dynamic Advisor Solutions sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q2 2022, closing a stake of 3,612 shares — an estimated $229K sold.

Dynamic Advisor Solutions first reported a position in TIPZ in Q1 2022 and held it in 1 quarter. The position peaked at $229K in Q1 2022. 51 funds tracked by Wall St. Rank hold TIPZ as of Q2 2022.

  • Dynamic Advisor Solutions reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 3,612 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2022, an estimated $229K.
  • Dynamic Advisor Solutions first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2022 and held it in 1 quarter.
  • Dynamic Advisor Solutions's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $229K in Q1 2022.
  • 51 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2022, filed 27 Jul 2022.