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

Founders Financial Alliance’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 		$11.4K Buy
218
+5
+2% +$265 ﹤0.01% 681
2026
Q1 		$11.3K Buy
+213
New +$11.4K ﹤0.01% 624
2025
Q4 		– Sell
-210
Closed -$11.3K – 710
2025
Q3 		$11.3K Buy
+210
New +$11.2K ﹤0.01% 600

Other funds holding TIPZ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Founders Financial Alliance's TIPZ Position: Q2 2026 in Review

Founders Financial Alliance increased its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 2.3% in Q2 2026, buying an estimated $265 and bringing the position to 218 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Founders Financial Alliance first reported a position in TIPZ in Q3 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold TIPZ as of Q2 2026.

  • Founders Financial Alliance held 218 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $11.4K as of Q2 2026.
  • Founders Financial Alliance bought 5 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $265.
  • PIMCO Broad US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #681 holding.
  • Founders Financial Alliance first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q3 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.