AAS
LTPZ icon

Avantax Advisory Services’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Avantax Advisory Services’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
2023
Q1 		– Sell
-7,304
Closed -$425K – 1519
2022
Q4 		$425K Buy
+7,304
New +$428K 0.01% 937
2022
Q3 		– Sell
-3,888
Closed -$253K – 1366
2022
Q2 		$253K Sell
3,888
-3,968
-51% -$288K ﹤0.01% 1091
2022
Q1 		$648K Sell
7,856
-2,370
-23% -$199K 0.01% 695
2021
Q4 		$934K Buy
10,226
+467
+5% +$42.1K 0.01% 542
2021
Q3 		$845K Sell
9,759
-558
-5% -$49.4K 0.01% 542
2021
Q2 		$891K Sell
10,317
-59
-0.6% -$4.91K 0.02% 508
2021
Q1 		$838K Sell
10,376
-951
-8% -$79.8K 0.02% 472
2020
Q4 		$1M Sell
11,327
-6,050
-35% -$526K 0.02% 388
2020
Q3 		$1.52M Buy
17,377
+3,614
+26% +$314K 0.02% 416
2020
Q2 		$1.15M Buy
13,763
+2,767
+25% +$229K 0.03% 317
2020
Q1 		$858K Buy
10,996
+4,541
+70% +$345K 0.03% 327
2019
Q4 		$465K Buy
+6,455
New +$471K 0.01% 498

Other funds holding LTPZ

EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TCCM
Timber Creek Capital Management Boston, Massachusetts $490M AUM 59.63% 1-Year Est. Return

Avantax Advisory Services's LTPZ Position: Q1 2023 in Review

Avantax Advisory Services sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2023, closing a stake of 7,304 shares — an estimated $425K sold.

Avantax Advisory Services first reported a position in LTPZ in Q4 2019 and held it in 12 quarters. The position peaked at $1.52M in Q3 2020. 80 funds tracked by Wall St. Rank hold LTPZ as of Q1 2023.

  • Avantax Advisory Services reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 7,304 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2023, an estimated $425K.
  • Avantax Advisory Services first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2019 and held it in 12 quarters.
  • Avantax Advisory Services's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $1.52M in Q3 2020.
  • 80 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2023.

Based on Avantax Advisory Services's 13F filing for Q1 2023, filed 28 Apr 2023.