PFS
TIPZ icon

Prospera Financial Services’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Prospera Financial Services’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
2025
Q4 		– Sell
-4,007
Closed -$216K – 1440
2025
Q3 		$216K Buy
+4,007
New +$214K ﹤0.01% 1280
2025
Q2 		– Sell
-7,220
Closed -$390K – 1350
2025
Q1 		$390K Sell
7,220
-2,998
-29% -$158K 0.01% 889
2024
Q4 		$530K Sell
10,218
-110
-1% -$5.81K 0.01% 728
2024
Q3 		$559K Sell
10,328
-1,839
-15% -$98K 0.01% 687
2024
Q2 		$640K Sell
12,167
-812
-6% -$42.6K 0.02% 625
2024
Q1 		$693K Sell
12,979
-1,455
-10% -$77.2K 0.02% 600
2023
Q4 		$770K Sell
14,434
-168
-1% -$8.74K 0.03% 533
2023
Q3 		$757K Sell
14,602
-3,960
-21% -$210K 0.03% 497
2023
Q2 		$1M Buy
18,562
+248
+1% +$13.6K 0.04% 415
2023
Q1 		$1.02M Sell
18,314
-1,181
-6% -$64.8K 0.04% 421
2022
Q4 		$1.05M Sell
19,495
-11,365
-37% -$617K 0.05% 344
2022
Q3 		$1.64M Buy
30,860
+650
+2% +$37.4K 0.09% 264
2022
Q2 		$1.74M Sell
30,210
-13,680
-31% -$823K 0.09% 262
2022
Q1 		$2.78M Buy
43,890
+3,509
+9% +$225K 0.12% 219
2021
Q4 		$2.67M Buy
+40,381
New +$2.68M 0.12% 212
2020
Q4 		– Sell
-71
Closed -$5K – 1485
2020
Q3 		$5K Buy
+71
New +$4.58K ﹤0.01% 1298

Other funds holding TIPZ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prospera Financial Services's TIPZ Position: Q4 2025 in Review

Prospera Financial Services sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q4 2025, closing a stake of 4,007 shares — an estimated $216K sold.

Prospera Financial Services first reported a position in TIPZ in Q3 2020 and held it in 16 quarters. The position peaked at $2.78M in Q1 2022. 39 funds tracked by Wall St. Rank hold TIPZ as of Q4 2025.

  • Prospera Financial Services reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • Prospera Financial Services sold 4,007 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q4 2025, an estimated $216K.
  • Prospera Financial Services first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q3 2020 and held it in 16 quarters.
  • Prospera Financial Services's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $2.78M in Q1 2022.
  • 39 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q4 2025.

Based on Prospera Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.