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

GWN 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
2025
Q3 		– Sell
-5,676
Closed -$302K – 446
2025
Q2 		$302K Sell
5,676
-14,545
-72% -$768K 0.06% 303
2025
Q1 		$1.06M Buy
+20,221
New +$1.07M 0.06% 292

Other funds holding TIPZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

GWN Securities's TIPZ Position: Q3 2025 in Review

GWN Securities sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q3 2025, closing a stake of 5,676 shares — an estimated $302K sold.

GWN Securities first reported a position in TIPZ in Q1 2025 and held it in 2 quarters. The position peaked at $1.06M in Q1 2025. 44 funds tracked by Wall St. Rank hold TIPZ as of Q3 2025.

  • GWN Securities reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
  • GWN Securities sold 5,676 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q3 2025, an estimated $302K.
  • GWN Securities first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2025 and held it in 2 quarters.
  • GWN Securities's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $1.06M in Q1 2025.
  • 44 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q3 2025.

Based on GWN Securities's 13F filing for Q3 2025, filed 27 Oct 2025.