Ausdal Financial Partners’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Ausdal Financial Partners’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
2022 Q3	–	Sell	-3,558	Closed	-$232K	–	464
2022 Q2	$232K	Sell	3,558 -312	-8%	-$22.7K	0.04%	393
2022 Q1	$319K	Buy	3,870 +5	+0.1%	+$420	0.04%	361
2021 Q4	$353K	Buy	3,865 +328	+9%	+$29.5K	0.05%	347
2021 Q3	$307K	Buy	+3,537	New	+$313K	0.05%	355

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MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ausdal Financial Partners's LTPZ Position: Q3 2022 in Review

Ausdal Financial Partners sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q3 2022, closing a stake of 3,558 shares — an estimated $232K sold.

Ausdal Financial Partners first reported a position in LTPZ in Q3 2021 and held it in 4 quarters. The position peaked at $353K in Q4 2021. 83 funds tracked by Wall St. Rank hold LTPZ as of Q3 2022.

Ausdal Financial Partners reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
Ausdal Financial Partners sold 3,558 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2022, an estimated $232K.
Ausdal Financial Partners first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2021 and held it in 4 quarters.
Ausdal Financial Partners's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $353K in Q4 2021.
83 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2022.

Based on Ausdal Financial Partners's 13F filing for Q3 2022, filed 9 Nov 2022.