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

Advisors Preferred’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
Q2 		– Sell
-248
Closed -$17K – 257
2019
Q1 		$17K Buy
+248
New +$15.8K 0.01% 176

Other funds holding LTPZ

FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Advisors Preferred's LTPZ Position: Q2 2019 in Review

Advisors Preferred sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q2 2019, closing a stake of 248 shares — an estimated $17K sold.

Advisors Preferred first reported a position in LTPZ in Q1 2019 and held it in 1 quarter. The position peaked at $17K in Q1 2019. 47 funds tracked by Wall St. Rank hold LTPZ as of Q2 2019.

  • Advisors Preferred reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q2 2019 after selling out during the quarter.
  • Advisors Preferred sold 248 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2019, an estimated $17K.
  • Advisors Preferred first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2019 and held it in 1 quarter.
  • Advisors Preferred's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $17K in Q1 2019.
  • 47 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2019.

Based on Advisors Preferred's 13F filing for Q2 2019, filed 6 Aug 2019.