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Kalos Management’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Kalos Management’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
2023
Q2 		– Sell
-55
Closed -$3.07K – 342
2023
Q1 		$3.07K Buy
+55
New +$3.02K 0.01% 307

Other funds holding TIPZ

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kalos Management's TIPZ Position: Q2 2023 in Review

Kalos Management sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q2 2023, closing a stake of 55 shares — an estimated $3.07K sold.

Kalos Management first reported a position in TIPZ in Q1 2023 and held it in 1 quarter. The position peaked at $3.07K in Q1 2023. 49 funds tracked by Wall St. Rank hold TIPZ as of Q2 2023.

  • Kalos Management reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
  • Kalos Management sold 55 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2023, an estimated $3.07K.
  • Kalos Management first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2023 and held it in 1 quarter.
  • Kalos Management's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $3.07K in Q1 2023.
  • 49 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.