Avior Wealth Management
LTPZ icon

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

Avior 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 		$269K Sell
5,966
-105
-2% -$5.04K 0.01% 692
2026
Q2 		$308K Buy
6,071
+1
+0% +$51 0.01% 656
2026
Q1 		$310K Sell
6,070
-60
-1% -$3.13K 0.01% 679
2025
Q4 		$317K Sell
6,130
-758
-11% -$40.3K 0.01% 596
2025
Q3 		$367K Sell
6,888
-202
-3% -$10.5K 0.01% 535
2025
Q2 		$372K Sell
7,090
-844
-11% -$43.7K 0.01% 515
2025
Q1 		$435K Sell
7,934
-3,093
-28% -$165K 0.02% 444
2024
Q4 		$574K Sell
11,027
-1,266
-10% -$69.3K 0.02% 408
2024
Q3 		$710K Sell
12,293
-4,204
-25% -$236K 0.03% 365
2024
Q2 		$892K Sell
16,497
-6,170
-27% -$332K 0.04% 296
2024
Q1 		$1.26M Sell
22,667
-7,621
-25% -$422K 0.06% 237
2023
Q4 		$1.72M Sell
30,288
-15,320
-34% -$814K 0.1% 143
2023
Q3 		$2.4M Sell
45,608
-22,710
-33% -$1.28M 0.16% 113
2023
Q2 		$4.1M Sell
68,318
-13,306
-16% -$804K 0.27% 73
2023
Q1 		$5.03M Sell
81,624
-8,717
-10% -$529K 0.35% 62
2022
Q4 		$5.26M Buy
+90,341
New +$5.29M 0.4% 55

Other funds holding LTPZ

Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
FAG
Financial Architects (Georgia) Woodstock, Georgia $196M AUM 6.67% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
SA
SJBenen ADVISORY Chapel Hill, North Carolina $165M AUM 0.36% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $145M AUM 16.02% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors Denver, Colorado $145M AUM 65.64% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

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

Avior Wealth Management reduced its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 1.7% in Q3 2026, selling an estimated $5.04K and leaving 5,966 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #692.

Avior Wealth Management first reported a position in LTPZ in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.26M in Q4 2022. 21 funds tracked by Wall St. Rank hold LTPZ as of Q3 2026.

  • Avior Wealth Management held 5,966 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $269K as of Q3 2026.
  • Avior Wealth Management sold 105 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2026, an estimated $5.04K.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.01% of Avior Wealth Management's portfolio in Q3 2026, its #692 holding.
  • Avior Wealth Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2022 and has held it in 16 quarters since.
  • Avior Wealth Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $5.26M in Q4 2022.
  • 21 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2026.

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