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Strategic Wealth Partners’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Strategic Wealth Partners’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
-406
Closed -$21.8K – 1556
2025
Q3 		$21.8K Buy
+406
New +$21.7K ﹤0.01% 713

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

Strategic Wealth Partners's TIPZ Position: Q4 2025 in Review

Strategic Wealth Partners sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q4 2025, closing a stake of 406 shares — an estimated $21.8K sold.

Strategic Wealth Partners first reported a position in TIPZ in Q3 2025 and held it in 1 quarter. The position peaked at $21.8K in Q3 2025. 39 funds tracked by Wall St. Rank hold TIPZ as of Q4 2025.

  • Strategic Wealth Partners reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 406 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q4 2025, an estimated $21.8K.
  • Strategic Wealth Partners first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q3 2025 and held it in 1 quarter.
  • Strategic Wealth Partners's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $21.8K in Q3 2025.
  • 39 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.