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Advisor Group’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Advisor Group’s Portfolio LTPZ Stock Details LTPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$952K Buy
13,224
+2,272
+21% +$166K 0.01% 1227
2019
Q3 		$805K Buy
10,952
+1,238
+13% +$89.6K 0.01% 1283
2019
Q2 		$676K Buy
9,714
+4,836
+99% +$325K 0.01% 1403
2019
Q1 		$325K Sell
4,878
-998
-17% -$63.6K ﹤0.01% 1907
2018
Q4 		$366K Buy
5,876
+463
+9% +$28.8K ﹤0.01% 1629
2018
Q3 		$350K Buy
5,413
+4,282
+379% +$285K ﹤0.01% 1740
2018
Q2 		$76K Buy
1,131
+257
+29% +$17.1K ﹤0.01% 2750
2018
Q1 		$59K Sell
874
-80
-8% -$5.33K ﹤0.01% 2935
2017
Q4 		$66K Buy
954
+254
+36% +$17.1K ﹤0.01% 2887
2017
Q3 		$46K Buy
700
+470
+204% +$31.2K ﹤0.01% 3004
2017
Q2 		$15K Buy
230
+201
+693% +$13.3K ﹤0.01% 3687
2017
Q1 		$2K Hold
29
– – ﹤0.01% 4390
2016
Q4 		$2K Hold
29
– – ﹤0.01% 4228
2016
Q3 		$2K Hold
29
– – ﹤0.01% 4173
2016
Q2 		$2K Buy
+29
New +$1.94K ﹤0.01% 4102

Other funds holding LTPZ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
WU
Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Advisor Group's LTPZ Position: Q4 2019 in Review

Advisor Group increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 21% in Q4 2019, buying an estimated $166K and bringing the position to 13,224 shares worth $952K. The position accounts for 0.01% of the portfolio, ranked #1227.

Advisor Group first reported a position in LTPZ in Q2 2016 and has held it in 15 quarters since. 46 funds tracked by Wall St. Rank hold LTPZ as of Q4 2019.

  • Advisor Group held 13,224 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $952K as of Q4 2019.
  • Advisor Group bought 2,272 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2019, an estimated $166K.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1227 holding.
  • Advisor Group first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q2 2016 and has held it in 15 quarters since.
  • 46 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.