Wolf Group Capital Advisors’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Wolf Group Capital Advisors’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
2022 Q2	–	Sell	-9,824	Closed	-$622K	–	117
2022 Q1	$622K	Sell	9,824 -18,382	-65%	-$1.18M	0.32%	74
2021 Q4	$1.86M	Buy	28,206 +18,898	+203%	+$1.25M	0.3%	75
2021 Q3	$611K	Buy	9,308 +1,388	+18%	+$92K	0.33%	75
2021 Q2	$520K	Buy	7,920 +2,667	+51%	+$174K	0.28%	74
2021 Q1	$337K	Sell	5,253 -40	-0.8%	-$2.59K	0.19%	80
2020 Q4	$346K	Buy	5,293 +784	+17%	+$50.7K	0.21%	69
2020 Q3	$292K	Sell	4,509 -88	-2%	-$5.68K	0.2%	70
2020 Q2	$291K	Buy	4,597 +898	+24%	+$56.1K	0.22%	64
2020 Q1	$225K	Buy	3,699 +306	+9%	+$18.5K	0.19%	71
2019 Q4	$203K	Buy	+3,393	New	+$203K	0.13%	74
2019 Q3	–	Sell	-4,161	Closed	-$247K	–	84
2019 Q2	$247K	Buy	4,161 +274	+7%	+$16K	0.17%	75
2019 Q1	$225K	Buy	+3,887	New	+$220K	0.15%	80

Other funds holding TIPZ

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wolf Group Capital Advisors's TIPZ Position: Q2 2022 in Review

Wolf Group Capital Advisors sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q2 2022, closing a stake of 9,824 shares — an estimated $622K sold.

Wolf Group Capital Advisors first reported a position in TIPZ in Q1 2019 and held it in 12 quarters. The position peaked at $1.86M in Q4 2021. 51 funds tracked by Wall St. Rank hold TIPZ as of Q2 2022.

Wolf Group Capital Advisors reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
Wolf Group Capital Advisors sold 9,824 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2022, an estimated $622K.
Wolf Group Capital Advisors first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q1 2019 and held it in 12 quarters.
Wolf Group Capital Advisors's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $1.86M in Q4 2021.
51 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2022.

Based on Wolf Group Capital Advisors's 13F filing for Q2 2022, filed 20 Jul 2022.