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

Pinnacle Private Wealth’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 Q2	–	Sell	-3,362	Closed	-$213K	–	310
2022 Q1	$213K	Buy	+3,362	New	+$215K	0.07%	276

Other funds holding TIPZ

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pinnacle Private Wealth's TIPZ Position: Q2 2022 in Review

Pinnacle Private Wealth sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q2 2022, closing a stake of 3,362 shares — an estimated $213K sold.

Pinnacle Private Wealth first reported a position in TIPZ in Q1 2022 and held it in 1 quarter. The position peaked at $213K in Q1 2022. 51 funds tracked by Wall St. Rank hold TIPZ as of Q2 2022.

Pinnacle Private Wealth reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
Pinnacle Private Wealth sold 3,362 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2022, an estimated $213K.
Pinnacle Private Wealth first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2022 and held it in 1 quarter.
Pinnacle Private Wealth's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $213K in Q1 2022.
51 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.