Wealth Enhancement Advisory Services
TIPX icon

Wealth Enhancement Advisory Services’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Wealth Enhancement Advisory 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
2025
Q3 		– Sell
-12,592
Closed -$240K – 3701
2025
Q2 		$240K Sell
12,592
-2,646
-17% -$50.3K ﹤0.01% 2836
2025
Q1 		$292K Sell
15,238
-128
-0.8% -$2.41K ﹤0.01% 2466
2024
Q4 		$284K Buy
15,366
+3,019
+24% +$56.4K ﹤0.01% 2424
2024
Q3 		$234K Sell
12,347
-841
-6% -$15.7K ﹤0.01% 2348
2024
Q2 		$244K Hold
13,188
– – ﹤0.01% 2140
2024
Q1 		$246K Sell
13,188
-6,509
-33% -$121K ﹤0.01% 2046
2023
Q4 		$366K Buy
19,697
+374
+2% +$6.81K ﹤0.01% 1697
2023
Q3 		$349K Buy
+19,323
New +$353K ﹤0.01% 1644

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return

Wealth Enhancement Advisory Services's TIPX Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2025, closing a stake of 12,592 shares — an estimated $240K sold.

Wealth Enhancement Advisory Services first reported a position in TIPX in Q3 2023 and held it in 8 quarters. The position peaked at $366K in Q4 2023. 134 funds tracked by Wall St. Rank hold TIPX as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 12,592 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2025, an estimated $240K.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q3 2023 and held it in 8 quarters.
  • Wealth Enhancement Advisory Services's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $366K in Q4 2023.
  • 134 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.