Baker Avenue Asset Management’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Baker Avenue Asset 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
2023 Q4	–	Sell	-210	Closed	-$11K	–	1011
2023 Q3	$11K	Buy	+210	New	+$11.9K	﹤0.01%	750

Other funds holding LTPZ

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

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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

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

MML Investors Services

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

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return