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

Founders Financial Securities’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
Q3 		– Sell
-40,943
Closed -$2.36M – 321
2022
Q2 		$2.36M Sell
40,943
-758
-2% -$45.6K 0.46% 45
2022
Q1 		$2.64M Buy
+41,701
New +$2.67M 0.47% 52

Other funds holding TIPZ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SW
Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Founders Financial Securities's TIPZ Position: Q3 2022 in Review

Founders Financial Securities sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q3 2022, closing a stake of 40,943 shares — an estimated $2.36M sold.

Founders Financial Securities first reported a position in TIPZ in Q1 2022 and held it in 2 quarters. The position peaked at $2.64M in Q1 2022. 58 funds tracked by Wall St. Rank hold TIPZ as of Q3 2022.

  • Founders Financial Securities reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
  • Founders Financial Securities sold 40,943 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q3 2022, an estimated $2.36M.
  • Founders Financial Securities first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2022 and held it in 2 quarters.
  • Founders Financial Securities's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $2.64M in Q1 2022.
  • 58 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q3 2022.

Based on Founders Financial Securities's 13F filing for Q3 2022, filed 27 Oct 2022.