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

Cetera 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 Q1	$450K	Buy	+8,096	New	+$448K	﹤0.01%	1669
2022 Q1	–	Sell	-49,114	Closed	-$4.49M	–	1481
2021 Q4	$4.49M	Sell	49,114 -45,821	-48%	-$4.13M	0.09%	229
2021 Q3	$8.23M	Buy	+94,935	New	+$8.4M	0.16%	136

Other funds holding LTPZ

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AIP

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

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

Cetera Advisors's LTPZ Position: Q1 2024 in Review

Cetera Advisors opened a new position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2024: 8,096 shares worth $450K. The stake represents ﹤0.01% of the portfolio and ranks #1669 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in LTPZ as recently as Q4 2021.

Cetera Advisors first reported a position in LTPZ in Q3 2021 and has held it in 3 quarters since. The position peaked at $8.23M in Q3 2021. 80 funds tracked by Wall St. Rank hold LTPZ as of Q1 2024.

Cetera Advisors held 8,096 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $450K as of Q1 2024.
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund was a new Cetera Advisors position in Q1 2024.
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1669 holding.
Cetera Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2021 and has held it in 3 quarters since.
Cetera Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $8.23M in Q3 2021.
80 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.