Guidant Wealth Advisors’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Guidant Wealth Advisors’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
2019 Q3	$134K	Buy	2,230 +5	+0.2%	+$300	0.05%	126
2019 Q2	$132K	Hold	2,225	–	–	0.05%	129
2019 Q1	$129K	Buy	+2,225	New	+$126K	0.05%	128

Other funds holding TIPZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Guidant Wealth Advisors's TIPZ Position: Q3 2019 in Review

Guidant Wealth Advisors increased its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 0.22% in Q3 2019, buying an estimated $300 and bringing the position to 2,230 shares worth $134K. The position accounts for 0.05% of the portfolio, ranked #126.

Guidant Wealth Advisors first reported a position in TIPZ in Q1 2019 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold TIPZ as of Q3 2019.

Guidant Wealth Advisors held 2,230 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $134K as of Q3 2019.
Guidant Wealth Advisors bought 5 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q3 2019, an estimated $300.
PIMCO Broad US TIPS Index Exchange-Traded Fund made up 0.05% of Guidant Wealth Advisors's portfolio in Q3 2019, its #126 holding.
Guidant Wealth Advisors first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2019 and has held it in 3 quarters since.
23 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.