Great Valley Advisor Group’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Great Valley Advisor 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
2025 Q3	–	Sell	-98,001	Closed	-$5.22M	–	955
2025 Q2	$5.22M	Buy	+98,001	New	+$5.17M	0.12%	168
2023 Q3	–	Sell	-3,990	Closed	-$216K	–	730
2023 Q2	$216K	Sell	3,990 -650	-14%	-$35.6K	0.01%	642
2023 Q1	$259K	Buy	+4,640	New	+$254K	0.01%	587

Other funds holding TIPZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $412M AUM 24.95% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hara Capital Bellevue, Washington $190M AUM 42.56% 1-Year Est. Return

Great Valley Advisor Group's TIPZ Position: Q3 2025 in Review

Great Valley Advisor Group sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q3 2025, closing a stake of 98,001 shares — an estimated $5.22M sold.

Great Valley Advisor Group first reported a position in TIPZ in Q1 2023 and held it in 3 quarters. The position peaked at $5.22M in Q2 2025. 44 funds tracked by Wall St. Rank hold TIPZ as of Q3 2025.

Great Valley Advisor Group reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
Great Valley Advisor Group sold 98,001 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q3 2025, an estimated $5.22M.
Great Valley Advisor Group first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2023 and held it in 3 quarters.
Great Valley Advisor Group's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $5.22M in Q2 2025.
44 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q3 2025.

Based on Great Valley Advisor Group's 13F filing for Q3 2025, filed 14 Nov 2025.