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

Private Advisor Group’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
2020
Q3 		– Sell
-400
Closed -$25K – 3243
2020
Q2 		$25K Buy
+400
New +$25K ﹤0.01% 2466

Other funds holding TIPZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Private Advisor Group's TIPZ Position: Q3 2020 in Review

Private Advisor Group sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q3 2020, closing a stake of 400 shares — an estimated $25K sold.

Private Advisor Group first reported a position in TIPZ in Q2 2020 and held it in 1 quarter. The position peaked at $25K in Q2 2020. 31 funds tracked by Wall St. Rank hold TIPZ as of Q3 2020.

  • Private Advisor Group reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 400 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q3 2020, an estimated $25K.
  • Private Advisor Group first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $25K in Q2 2020.
  • 31 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.