Fortitude Advisory Group’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Fortitude Advisory Group’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	-231	Closed	-$15K	–	1179
2022 Q1	$15K	Buy	+231	New	+$14.8K	0.01%	929

Other funds holding TIPZ

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fortitude Advisory Group's TIPZ Position: Q2 2022 in Review

Fortitude Advisory Group sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q2 2022, closing a stake of 231 shares — an estimated $15K sold.

Fortitude Advisory Group first reported a position in TIPZ in Q1 2022 and held it in 1 quarter. The position peaked at $15K in Q1 2022. 51 funds tracked by Wall St. Rank hold TIPZ as of Q2 2022.

Fortitude Advisory Group reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 231 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2022, an estimated $15K.
Fortitude Advisory Group first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2022 and held it in 1 quarter.
Fortitude Advisory Group's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $15K 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 Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.