AWM
LTPZ icon

AE Wealth Management’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

AE Wealth Management’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
2026
Q2 		$8.84M Buy
174,533
+110,326
+172% +$5.64M 0.04% 324
2026
Q1 		$3.28M Sell
64,207
-1,311
-2% -$68.4K 0.02% 509
2025
Q4 		$3.39M Sell
65,518
-1,209
-2% -$64.2K 0.02% 466
2025
Q3 		$3.56M Sell
66,727
-2,443
-4% -$128K 0.02% 422
2025
Q2 		$3.63M Buy
69,170
+29,058
+72% +$1.5M 0.03% 411
2025
Q1 		$2.2M Sell
40,112
-188,272
-82% -$10.1M 0.02% 506
2024
Q4 		$11.9M Buy
228,384
+3,783
+2% +$207K 0.1% 216
2024
Q3 		$13M Buy
224,601
+49,277
+28% +$2.77M 0.12% 192
2024
Q2 		$9.48M Buy
175,324
+94,969
+118% +$5.11M 0.09% 224
2024
Q1 		$4.46M Sell
80,355
-162,050
-67% -$8.96M 0.05% 316
2023
Q4 		$13.3M Buy
242,405
+51,816
+27% +$2.75M 0.07% 329
2023
Q3 		$10M Buy
+190,589
New +$10.8M 0.06% 378
2022
Q4 		– Sell
-122,566
Closed -$6.88M – 1872
2022
Q3 		$6.88M Buy
122,566
+111,736
+1,032% +$7.34M 0.05% 357
2022
Q2 		$706K Sell
10,830
-906
-8% -$65.8K 0.01% 1022
2022
Q1 		$969K Sell
11,736
-8,472
-42% -$711K 0.01% 928
2021
Q4 		$1.85M Buy
+20,208
New +$1.82M 0.01% 721

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

AE Wealth Management's LTPZ Position: Q2 2026 in Review

AE Wealth Management increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 172% in Q2 2026, buying an estimated $5.64M and bringing the position to 174,533 shares worth $8.84M. The position accounts for 0.04% of the portfolio, ranked #324.

AE Wealth Management first reported a position in LTPZ in Q4 2021 and has held it in 16 quarters since. The position peaked at $13.3M in Q4 2023. 98 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • AE Wealth Management held 174,533 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $8.84M as of Q2 2026.
  • AE Wealth Management bought 110,326 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $5.64M.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.04% of AE Wealth Management's portfolio in Q2 2026, its #324 holding.
  • AE Wealth Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2021 and has held it in 16 quarters since.
  • AE Wealth Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $13.3M in Q4 2023.
  • 98 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.