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 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

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

Ares Financial Consulting Calabasas, California $139M AUM

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM