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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

AWM

Apex Wealth Management Bedford, New Hampshire $146M AUM 15.52% 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

Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return

Snowden Capital Advisors's TIPZ Position: Q1 2026 in Review

Snowden Capital Advisors increased its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 7.8% in Q1 2026, buying an estimated $27.1K and bringing the position to 7,012 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #931.

Snowden Capital Advisors first reported a position in TIPZ in Q3 2024 and has held it in 7 quarters since. 38 funds tracked by Wall St. Rank hold TIPZ as of Q1 2026.

Snowden Capital Advisors held 7,012 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $373K as of Q1 2026.
Snowden Capital Advisors bought 509 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $27.1K.
PIMCO Broad US TIPS Index Exchange-Traded Fund made up 0.01% of Snowden Capital Advisors's portfolio in Q1 2026, its #931 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 7 quarters since.
38 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.