Laffer Tengler Investments’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Laffer Tengler Investments’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 Q1	–	Sell	-11,858	Closed	-$641K	–	444
2022 Q4	$641K	Buy	11,858 +7,061	+147%	+$383K	0.18%	122
2022 Q3	$255K	Buy	4,797 +1,047	+28%	+$60.2K	0.09%	160
2022 Q2	$216K	Buy	3,750 +493	+15%	+$29.7K	0.08%	177
2022 Q1	$206K	Buy	3,257 +1,325	+69%	+$84.9K	0.06%	188
2021 Q4	$128K	Buy	1,932 +222	+13%	+$14.7K	0.04%	237
2021 Q3	$112K	Buy	1,710 +637	+59%	+$42.2K	0.03%	270
2021 Q2	$70.5K	Buy	1,073 +105	+11%	+$6.84K	0.03%	227
2021 Q1	$62.1K	Buy	+968	New	+$62.8K	0.02%	267

Other funds holding TIPZ

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

RJA

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

LWP

LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Laffer Tengler Investments's TIPZ Position: Q1 2023 in Review

Laffer Tengler Investments sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q1 2023, closing a stake of 11,858 shares — an estimated $641K sold.

Laffer Tengler Investments first reported a position in TIPZ in Q1 2021 and held it in 8 quarters. The position peaked at $641K in Q4 2022. 50 funds tracked by Wall St. Rank hold TIPZ as of Q1 2023.

Laffer Tengler Investments reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
Laffer Tengler Investments sold 11,858 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2023, an estimated $641K.
Laffer Tengler Investments first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2021 and held it in 8 quarters.
Laffer Tengler Investments's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $641K in Q4 2022.
50 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2023.

Based on Laffer Tengler Investments's 13F filing for Q1 2023, filed 9 May 2023.