Regal Investment Advisors’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Regal Investment Advisors’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	-8,337	Closed	-$444K	–	518
2022 Q3	$444K	Buy	+8,337	New	+$480K	0.05%	286

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

Regal Investment Advisors's TIPZ Position: Q4 2022 in Review

Regal Investment Advisors sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q4 2022, closing a stake of 8,337 shares — an estimated $444K sold.

Regal Investment Advisors first reported a position in TIPZ in Q3 2022 and held it in 1 quarter. The position peaked at $444K in Q3 2022. 56 funds tracked by Wall St. Rank hold TIPZ as of Q4 2022.

Regal Investment Advisors reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
Regal Investment Advisors sold 8,337 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q4 2022, an estimated $444K.
Regal Investment Advisors first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q3 2022 and held it in 1 quarter.
Regal Investment Advisors's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $444K 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 Regal Investment Advisors's 13F filing for Q4 2022, filed 1 Mar 2023.