HighTower Advisors
TIPZ icon

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

HighTower 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
2022
Q4 		– Sell
-11,161
Closed -$595K – 3515
2022
Q3 		$595K Buy
+11,161
New +$642K ﹤0.01% 1910

Other funds holding TIPZ

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

HighTower Advisors's TIPZ Position: Q4 2022 in Review

HighTower Advisors sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q4 2022, closing a stake of 11,161 shares — an estimated $595K sold.

HighTower Advisors first reported a position in TIPZ in Q3 2022 and held it in 1 quarter. The position peaked at $595K in Q3 2022. 56 funds tracked by Wall St. Rank hold TIPZ as of Q4 2022.

  • HighTower Advisors reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
  • HighTower Advisors sold 11,161 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q4 2022, an estimated $595K.
  • HighTower Advisors first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q3 2022 and held it in 1 quarter.
  • HighTower Advisors's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $595K in Q3 2022.
  • 56 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q4 2022.

Based on HighTower Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.