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

Ancora Advisors’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 Q1	$2.8M	Buy	54,830 +10,000	+22%	+$522K	0.06%	242
2025 Q4	$2.32M	Hold	44,830	–	–	0.05%	278
2025 Q3	$2.39M	Hold	44,830	–	–	0.05%	262
2025 Q2	$2.35M	Buy	44,830 +2,530	+6%	+$131K	0.05%	264
2025 Q1	$2.32M	Buy	42,300 +10,000	+31%	+$535K	0.05%	260
2024 Q4	$1.68M	Buy	32,300 +20,000	+163%	+$1.1M	0.04%	307
2024 Q3	$710K	Sell	12,300 -10,000	-45%	-$563K	0.02%	448
2024 Q2	$1.21M	Hold	22,300	–	–	0.03%	346
2024 Q1	$1.24M	Hold	22,300	–	–	0.03%	353
2023 Q4	$1.26M	Buy	+22,300	New	+$1.18M	0.03%	343

Other funds holding LTPZ

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

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

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return

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

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