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

Advisornet Financial’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
2024 Q1	–	Sell	-19	Closed	-$1.08K	–	2317
2023 Q4	$1.08K	Buy	+19	New	+$1.01K	﹤0.01%	1864

Other funds holding LTPZ

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Advisornet Financial's LTPZ Position: Q1 2024 in Review

Advisornet Financial sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2024, closing a stake of 19 shares — an estimated $1.08K sold.

Advisornet Financial first reported a position in LTPZ in Q4 2023 and held it in 1 quarter. The position peaked at $1.08K in Q4 2023. 80 funds tracked by Wall St. Rank hold LTPZ as of Q1 2024.

Advisornet Financial reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
Advisornet Financial sold 19 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2024, an estimated $1.08K.
Advisornet Financial first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2023 and held it in 1 quarter.
Advisornet Financial's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $1.08K in Q4 2023.
80 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.