Sowell Financial Services’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Sowell Financial Services’s Portfolio TIPX Stock Details TIPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$269K	Buy	14,007 +2,336	+20%	+$44.8K	0.01%	878
2025 Q4	$223K	Sell	11,671 -239	-2%	-$4.59K	0.01%	975
2025 Q3	$230K	Buy	11,910 +1,067	+10%	+$20.5K	0.01%	937
2025 Q2	$208K	Buy	10,843 +239	+2%	+$4.54K	0.01%	952
2025 Q1	$203K	Buy	+10,604	New	+$199K	0.01%	926
2023 Q2	–	Sell	-10,961	Closed	-$209K	–	803
2023 Q1	$209K	Buy	+10,961	New	+$205K	0.02%	680

Other funds holding TIPX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

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

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

PRP

Peak Retirement Planning Columbus, Ohio $501M AUM 14.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Sowell Financial Services's TIPX Position: Q1 2026 in Review

Sowell Financial Services increased its State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) stake by 20% in Q1 2026, buying an estimated $44.8K and bringing the position to 14,007 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #878.

Sowell Financial Services first reported a position in TIPX in Q1 2023 and has held it in 6 quarters since. 143 funds tracked by Wall St. Rank hold TIPX as of Q1 2026.

Sowell Financial Services held 14,007 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $269K as of Q1 2026.
Sowell Financial Services bought 2,336 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2026, an estimated $44.8K.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.01% of Sowell Financial Services's portfolio in Q1 2026, its #878 holding.
Sowell Financial Services first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2023 and has held it in 6 quarters since.
143 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.