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

Avos Capital 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 		$16.2M Buy
319,331
+169,901
+114% +$8.69M 6.72% 3
2026
Q1 		$7.63M Sell
149,430
-196,256
-57% -$10.2M 3.01% 6
2025
Q4 		$17.9M Buy
345,686
+9,705
+3% +$515K 7.82% 2
2025
Q3 		$17.9M Buy
335,981
+57,281
+21% +$2.99M 8.36% 2
2025
Q2 		$14.6M Buy
278,700
+74,958
+37% +$3.88M 8.34% 2
2025
Q1 		$11.2M Sell
203,742
-9,429
-4% -$504K 7.37% 2
2024
Q4 		$11.3M Buy
+213,171
New +$11.7M 8.98% 2

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

Avos Capital Management's LTPZ Position: Q2 2026 in Review

Avos Capital Management increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 114% in Q2 2026, buying an estimated $8.69M and bringing the position to 319,331 shares worth $16.2M. The position accounts for 6.72% of the portfolio, ranked #3.

Avos Capital Management first reported a position in LTPZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.9M in Q3 2025. 98 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • Avos Capital Management held 319,331 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $16.2M as of Q2 2026.
  • Avos Capital Management bought 169,901 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $8.69M.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 6.72% of Avos Capital Management's portfolio in Q2 2026, its #3 holding.
  • Avos Capital Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
  • Avos Capital Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $17.9M in Q3 2025.
  • 98 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Avos Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.