Novus Advisors’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Novus Advisors’s Portfolio TIPX Stock Details TIPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$640K	Buy	33,803 +1,062	+3%	+$20.3K	1.33%	23
2026 Q1	$628K	Buy	32,741 +388	+1%	+$7.45K	1.41%	22
2025 Q4	$617K	Buy	32,353 +1,683	+5%	+$32.3K	1.38%	21
2025 Q3	$592K	Buy	30,670 +1,101	+4%	+$21.2K	1.36%	22
2025 Q2	$566K	Sell	29,569 -1,427	-5%	-$27.1K	0.86%	39
2025 Q1	$595K	Sell	30,996 -491	-2%	-$9.23K	0.6%	48
2024 Q4	$582K	Buy	+31,487	New	+$588K	0.58%	48

Other funds holding TIPX

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

LIA

Lynx Investment Advisory Washington, Dc, District of Columbia $305M AUM 23.05% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Novus Advisors's TIPX Position: Q2 2026 in Review

Novus Advisors increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 3.2% in Q2 2026, buying an estimated $20.3K and bringing the position to 33,803 shares worth $640K. The position accounts for 1.33% of the portfolio, ranked #23.

Novus Advisors first reported a position in TIPX in Q4 2024 and has held it in 7 quarters since. 59 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Novus Advisors held 33,803 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $640K as of Q2 2026.
Novus Advisors bought 1,062 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2026, an estimated $20.3K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 1.33% of Novus Advisors's portfolio in Q2 2026, its #23 holding.
Novus Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2024 and has held it in 7 quarters since.
59 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Novus Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.