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

Capital Performance 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
2024
Q4 		– Sell
-6
Closed -$345 – 1581
2024
Q3 		$345 Buy
+6
New +$338 ﹤0.01% 2414

Other funds holding LTPZ

EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
ACM
Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital Performance Advisors's LTPZ Position: Q4 2024 in Review

Capital Performance Advisors sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2024, closing a stake of 6 shares — an estimated $345 sold.

Capital Performance Advisors first reported a position in LTPZ in Q3 2024 and held it in 1 quarter. The position peaked at $345 in Q3 2024. 86 funds tracked by Wall St. Rank hold LTPZ as of Q4 2024.

  • Capital Performance Advisors reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 6 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2024, an estimated $345.
  • Capital Performance Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $345 in Q3 2024.
  • 86 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.