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 Q2	$2.79M	Buy	55,171 +341	+0.6%	+$17.4K	0.05%	268
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

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

MAWAG

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

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

Ancora Advisors's LTPZ Position: Q2 2026 in Review

Ancora Advisors increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 0.62% in Q2 2026, buying an estimated $17.4K and bringing the position to 55,171 shares worth $2.79M. The position accounts for 0.05% of the portfolio, ranked #268.

Ancora Advisors first reported a position in LTPZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.8M in Q1 2026. 98 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

Ancora Advisors held 55,171 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $2.79M as of Q2 2026.
Ancora Advisors bought 341 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $17.4K.
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.05% of Ancora Advisors's portfolio in Q2 2026, its #268 holding.
Ancora Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
Ancora Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $2.8M in Q1 2026.
98 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.