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COMPASS FINANCIAL MANAGEMENT LLC’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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
2026
Q2 		$336 Buy
+7
New +$358 ﹤0.01% 1449

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's LTPZ Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q2 2026: 7 shares worth $336. The stake represents ﹤0.01% of the portfolio and ranks #1449 among its holdings.

67 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 7 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $336 as of Q2 2026.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1449 holding.
  • 67 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.