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

Avaii 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 Q3	$245K	Buy	5,462 +446	+9%	+$21.4K	0.07%	158
2026 Q2	$254K	Buy	5,016 +127	+3%	+$6.49K	0.07%	151
2026 Q1	$249K	Buy	4,889 +13	+0.3%	+$678	0.09%	136
2025 Q4	$252K	Sell	4,876 -374	-7%	-$19.9K	0.09%	130
2025 Q3	$280K	Buy	5,250 +4	+0.1%	+$209	0.11%	112
2025 Q2	$275K	Buy	5,246 +854	+19%	+$44.2K	0.12%	107
2025 Q1	$241K	Buy	+4,392	New	+$235K	0.13%	106
2023 Q4	–	Sell	-12,927	Closed	-$679K	–	150
2023 Q3	$679K	Sell	12,927 -3,752	-22%	-$212K	0.51%	43
2023 Q2	$1M	Buy	16,679 +8,535	+105%	+$516K	0.77%	28
2023 Q1	$502K	Buy	+8,144	New	+$495K	0.44%	53

Other funds holding LTPZ

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

FAG

Financial Architects (Georgia) Woodstock, Georgia $196M AUM 6.67% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

Avaii Wealth Management's LTPZ Position: Q3 2026 in Review

Avaii Wealth Management increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 8.9% in Q3 2026, buying an estimated $21.4K and bringing the position to 5,462 shares worth $245K. The position accounts for 0.07% of the portfolio, ranked #158.

Avaii Wealth Management first reported a position in LTPZ in Q1 2023 and has held it in 10 quarters since. The position peaked at $1M in Q2 2023. 65 funds tracked by Wall St. Rank hold LTPZ as of Q3 2026.

Avaii Wealth Management held 5,462 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $245K as of Q3 2026.
Avaii Wealth Management bought 446 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2026, an estimated $21.4K.
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.07% of Avaii Wealth Management's portfolio in Q3 2026, its #158 holding.
Avaii Wealth Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2023 and has held it in 10 quarters since.
Avaii Wealth Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $1M in Q2 2023.
65 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.