CAWM
LTPZ icon

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

Capital A 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
2025
Q2 		– Sell
-74
Closed -$4.06K – 677
2025
Q1 		$4.06K Sell
74
-468
-86% -$25K ﹤0.01% 403
2024
Q4 		$28.2K Buy
+542
New +$29.7K 0.05% 200

Other funds holding LTPZ

EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $294M AUM 20.18% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

Capital A Wealth Management's LTPZ Position: Q2 2025 in Review

Capital A Wealth Management sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q2 2025, closing a stake of 74 shares — an estimated $4.06K sold.

Capital A Wealth Management first reported a position in LTPZ in Q4 2024 and held it in 2 quarters. The position peaked at $28.2K in Q4 2024. 79 funds tracked by Wall St. Rank hold LTPZ as of Q2 2025.

  • Capital A Wealth Management reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 74 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2025, an estimated $4.06K.
  • Capital A Wealth Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $28.2K in Q4 2024.
  • 79 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.