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

Laidlaw Wealth 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
2022 Q3	–	Sell	-4,150	Closed	-$239K	–	368
2022 Q2	$239K	Sell	4,150 -16,158	-80%	-$972K	0.05%	313
2022 Q1	$1.29M	Sell	20,308 -41,763	-67%	-$2.68M	0.21%	114
2021 Q4	$4.1M	Buy	62,071 +11,050	+22%	+$732K	0.66%	33
2021 Q3	$3.35M	Buy	51,021 +1,232	+2%	+$81.7K	0.86%	32
2021 Q2	$3.27M	Buy	49,789 +8,023	+19%	+$522K	0.84%	31
2021 Q1	$2.68M	Buy	41,766 +20,074	+93%	+$1.3M	0.92%	30
2020 Q4	$1.42M	Buy	21,692 +14,195	+189%	+$918K	0.3%	96
2020 Q3	$486K	Buy	+7,497	New	+$484K	0.22%	111

Other funds holding TIPZ

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

Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

RJA

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

FTUS

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

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

Laidlaw Wealth Management's TIPZ Position: Q3 2022 in Review

Laidlaw Wealth Management sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q3 2022, closing a stake of 4,150 shares — an estimated $239K sold.

Laidlaw Wealth Management first reported a position in TIPZ in Q3 2020 and held it in 8 quarters. The position peaked at $4.1M in Q4 2021. 58 funds tracked by Wall St. Rank hold TIPZ as of Q3 2022.

Laidlaw Wealth Management reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
Laidlaw Wealth Management sold 4,150 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q3 2022, an estimated $239K.
Laidlaw Wealth Management first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q3 2020 and held it in 8 quarters.
Laidlaw Wealth Management's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $4.1M in Q4 2021.
58 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q3 2022.

Based on Laidlaw Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.