B. Riley Wealth Advisors’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

B. Riley Wealth Advisors’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
2022 Q2	–	Sell	-17,645	Closed	-$1.46M	–	1321
2022 Q1	$1.46M	Sell	17,645 -51,407	-74%	-$4.32M	0.05%	373
2021 Q4	$6.31M	Buy	69,052 +6,284	+10%	+$566K	0.18%	116
2021 Q3	$5.45M	Buy	62,768 +927	+1%	+$82K	0.17%	128
2021 Q2	$5.34M	Buy	+61,841	New	+$5.14M	0.17%	138
2015 Q1	–	Sell	-87	Closed	-$6	–	1370
2014 Q4	$6	Buy	+87	New	+$5.72K	﹤0.01%	3086

Other funds holding LTPZ

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

B. Riley Wealth Advisors's LTPZ Position: Q2 2022 in Review

B. Riley Wealth Advisors sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q2 2022, closing a stake of 17,645 shares — an estimated $1.46M sold.

B. Riley Wealth Advisors first reported a position in LTPZ in Q4 2014 and held it in 5 quarters. The position peaked at $6.31M in Q4 2021. 84 funds tracked by Wall St. Rank hold LTPZ as of Q2 2022.

B. Riley Wealth Advisors reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
B. Riley Wealth Advisors sold 17,645 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2022, an estimated $1.46M.
B. Riley Wealth Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2014 and held it in 5 quarters.
B. Riley Wealth Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $6.31M in Q4 2021.
84 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.