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

Atlas Capital 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	$234K	Hold	4,615	–	–	0.03%	431
2026 Q1	$236K	Buy	4,615 +75	+2%	+$3.91K	0.03%	385
2025 Q4	$235K	Buy	+4,540	New	+$241K	0.03%	383
2025 Q2	$199K	Sell	3,800 -500	-12%	-$25.9K	0.02%	407
2025 Q1	$236K	Buy	4,300 +500	+13%	+$26.7K	0.03%	372
2024 Q4	$198K	Buy	+3,800	New	+$208K	0.03%	389
2024 Q3	–	Sell	-3,800	Closed	-$205K	–	939
2024 Q2	$205K	Buy	+3,800	New	+$205K	0.03%	375
2024 Q1	–	Sell	-3,800	Closed	-$215K	–	937
2023 Q4	$215K	Buy	+3,800	New	+$202K	0.03%	357
2023 Q3	–	Sell	-3,000	Closed	-$180K	–	903
2023 Q2	$180K	Hold	3,000	–	–	0.03%	384
2023 Q1	$185K	Hold	3,000	–	–	0.03%	367
2022 Q4	$175K	Hold	3,000	–	–	0.03%	358
2022 Q3	$168K	Buy	+3,000	New	+$197K	0.03%	365

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

Atlas Capital Advisors's LTPZ Position: Q2 2026 in Review

Atlas Capital Advisors held its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) position steady in Q2 2026 at 4,615 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #431.

Atlas Capital Advisors first reported a position in LTPZ in Q3 2022 and has held it in 12 quarters since. The position peaked at $236K in Q1 2025. 98 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

Atlas Capital Advisors held 4,615 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $234K as of Q2 2026.
Atlas Capital Advisors left its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.03% of Atlas Capital Advisors's portfolio in Q2 2026, its #431 holding.
Atlas Capital Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2022 and has held it in 12 quarters since.
Atlas Capital Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $236K in Q1 2025.
98 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.