CAPTRUST Financial Advisors
LTPZ icon

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

CAPTRUST Financial 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
-8,301
Closed -$479K – 2355
2024
Q3 		$479K Buy
+8,301
New +$467K ﹤0.01% 1596
2024
Q1 		– Sell
-9,596
Closed -$544K – 2436
2023
Q4 		$544K Buy
9,596
+1,277
+15% +$67.8K ﹤0.01% 1683
2023
Q3 		$437K Sell
8,319
-12
-0.1% -$677 ﹤0.01% 1727
2023
Q2 		$500K Buy
+8,331
New +$504K ﹤0.01% 1631

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

CAPTRUST Financial Advisors's LTPZ Position: Q4 2024 in Review

CAPTRUST Financial Advisors sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2024, closing a stake of 8,301 shares — an estimated $479K sold.

CAPTRUST Financial Advisors first reported a position in LTPZ in Q2 2023 and held it in 4 quarters. The position peaked at $544K in Q4 2023. 86 funds tracked by Wall St. Rank hold LTPZ as of Q4 2024.

  • CAPTRUST Financial Advisors reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 8,301 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2024, an estimated $479K.
  • CAPTRUST Financial Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q2 2023 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $544K in Q4 2023.
  • 86 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.