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Wedbush Securities’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Wedbush Securities’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 		$508K Sell
9,706
-1,714
-15% -$90.7K 0.01% 723
2026
Q1 		$607K Buy
11,420
+1,714
+18% +$91.4K 0.02% 610
2025
Q4 		$508K Sell
9,706
-1,628
-14% -$87.1K 0.01% 676
2025
Q3 		$609K Buy
11,334
+1,147
+11% +$61.2K 0.02% 587
2025
Q2 		$543K Sell
10,187
-2,922
-22% -$154K 0.02% 598
2025
Q1 		$707K Buy
13,109
+1,283
+11% +$67.7K 0.03% 490
2024
Q4 		$613K Sell
11,826
-1,176
-9% -$62.1K 0.02% 537
2024
Q3 		$703K Buy
13,002
+1,176
+10% +$62.7K 0.03% 481
2024
Q2 		$622K Sell
11,826
-1,813
-13% -$95K 0.02% 547
2024
Q1 		$727K Buy
13,639
+2,693
+25% +$143K 0.03% 503
2023
Q4 		$584K Hold
10,946
– – 0.03% 504
2023
Q3 		$567K Sell
10,946
-11,207
-51% -$593K 0.03% 478
2023
Q2 		$1.2M Buy
+22,153
New +$1.21M 0.06% 279
2022
Q2 		– Sell
-10,755
Closed -$681K – 1174
2022
Q1 		$681K Buy
10,755
+1,894
+21% +$121K 0.03% 464
2021
Q4 		$585K Buy
8,861
+1,767
+25% +$117K 0.03% 560
2021
Q3 		$466K Buy
7,094
+42
+0.6% +$2.78K 0.02% 646
2021
Q2 		$463K Buy
+7,052
New +$459K 0.02% 656

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

Wedbush Securities's TIPZ Position: Q2 2026 in Review

Wedbush Securities reduced its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 15% in Q2 2026, selling an estimated $90.7K and leaving 9,706 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #723.

Wedbush Securities first reported a position in TIPZ in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.2M in Q2 2023. 36 funds tracked by Wall St. Rank hold TIPZ as of Q2 2026.

  • Wedbush Securities held 9,706 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $508K as of Q2 2026.
  • Wedbush Securities sold 1,714 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $90.7K.
  • PIMCO Broad US TIPS Index Exchange-Traded Fund made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #723 holding.
  • Wedbush Securities first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q2 2021 and has held it in 17 quarters since.
  • Wedbush Securities's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $1.2M in Q2 2023.
  • 36 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.