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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
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 $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

Founders Financial Alliance's TIPZ Position: Q1 2026 in Review

Founders Financial Alliance opened a new position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q1 2026: 213 shares worth $11.3K. The stake represents ﹤0.01% of the portfolio and ranks #624 among its holdings. This is a return to the name: Founders Financial Alliance previously reported a position in TIPZ as recently as Q3 2025.

Founders Financial Alliance first reported a position in TIPZ in Q3 2025 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold TIPZ as of Q1 2026.

  • Founders Financial Alliance held 213 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $11.3K as of Q1 2026.
  • PIMCO Broad US TIPS Index Exchange-Traded Fund was a new Founders Financial Alliance position in Q1 2026.
  • PIMCO Broad US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Founders Financial Alliance's portfolio in Q1 2026, its #624 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 2 quarters since.
  • 38 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.