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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
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 $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return

Wedbush Securities's TIPZ Position: Q1 2026 in Review

Wedbush Securities increased its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 18% in Q1 2026, buying an estimated $91.4K and bringing the position to 11,420 shares worth $607K. The position accounts for 0.02% of the portfolio, ranked #610.

Wedbush Securities first reported a position in TIPZ in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.2M in Q2 2023. 38 funds tracked by Wall St. Rank hold TIPZ as of Q1 2026.

  • Wedbush Securities held 11,420 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $607K as of Q1 2026.
  • Wedbush Securities bought 1,714 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $91.4K.
  • PIMCO Broad US TIPS Index Exchange-Traded Fund made up 0.02% of Wedbush Securities's portfolio in Q1 2026, its #610 holding.
  • Wedbush Securities first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q2 2021 and has held it in 16 quarters since.
  • Wedbush Securities's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $1.2M in Q2 2023.
  • 38 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.