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

Snowden Capital 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
2026
Q2 		$376K Buy
7,180
+168
+2% +$8.89K 0.01% 968
2026
Q1 		$373K Buy
7,012
+509
+8% +$27.1K 0.01% 931
2025
Q4 		$342K Buy
6,503
+395
+6% +$21.1K 0.01% 996
2025
Q3 		$328K Buy
6,108
+697
+13% +$37.2K 0.01% 984
2025
Q2 		$288K Sell
5,411
-204
-4% -$10.8K 0.01% 1025
2025
Q1 		$303K Buy
5,615
+16
+0.3% +$845 0.01% 971
2024
Q4 		$291K Buy
5,599
+125
+2% +$6.61K 0.01% 1003
2024
Q3 		$296K Buy
+5,474
New +$292K 0.01% 1001

Other funds holding TIPZ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WIP
WealthCare Investment Partners Portsmouth, Rhode Island $412M AUM 24.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
Apex Wealth Management Bedford, New Hampshire $164M AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Snowden Capital Advisors's TIPZ Position: Q2 2026 in Review

Snowden Capital Advisors increased its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 2.4% in Q2 2026, buying an estimated $8.89K and bringing the position to 7,180 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #968.

Snowden Capital Advisors first reported a position in TIPZ in Q3 2024 and has held it in 8 quarters since. 35 funds tracked by Wall St. Rank hold TIPZ as of Q2 2026.

  • Snowden Capital Advisors held 7,180 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $376K as of Q2 2026.
  • Snowden Capital Advisors bought 168 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $8.89K.
  • PIMCO Broad US TIPS Index Exchange-Traded Fund made up 0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #968 holding.
  • Snowden Capital Advisors first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q3 2024 and has held it in 8 quarters since.
  • 35 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.