Oppenheimer & Co’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Oppenheimer & Co’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	-133,984	Closed	-$7.13M	–	1429
2022 Q3	$7.13M	Buy	+133,984	New	+$7.71M	0.17%	140

Other funds holding TIPZ

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

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

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

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

Oppenheimer & Co's TIPZ Position: Q4 2022 in Review

Oppenheimer & Co sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q4 2022, closing a stake of 133,984 shares — an estimated $7.13M sold.

Oppenheimer & Co first reported a position in TIPZ in Q3 2022 and held it in 1 quarter. The position peaked at $7.13M in Q3 2022. 56 funds tracked by Wall St. Rank hold TIPZ as of Q4 2022.

Oppenheimer & Co reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
Oppenheimer & Co sold 133,984 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q4 2022, an estimated $7.13M.
Oppenheimer & Co first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q3 2022 and held it in 1 quarter.
Oppenheimer & Co's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $7.13M 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 Oppenheimer & Co's 13F filing for Q4 2022, filed 8 Feb 2023.