Creative Planning
LTPZ icon

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

Creative Planning’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
-11,093
Closed -$641K – 3646
2024
Q3 		$641K Buy
11,093
+3
+0% +$169 ﹤0.01% 1893
2024
Q2 		$600K Sell
11,090
-15,573
-58% -$839K ﹤0.01% 1807
2024
Q1 		$1.48M Buy
26,663
+372
+1% +$20.6K ﹤0.01% 1108
2023
Q4 		$1.49M Buy
26,291
+1
+0% +$53 ﹤0.01% 1045
2023
Q3 		$1.38M Buy
+26,290
New +$1.48M ﹤0.01% 1016
2023
Q2 		– Sell
-44,565
Closed -$2.75M – 2748
2023
Q1 		$2.75M Buy
44,565
+39,905
+856% +$2.42M ﹤0.01% 679
2022
Q4 		$271K Sell
4,660
-245
-5% -$14.4K ﹤0.01% 1783
2022
Q3 		$275K Sell
4,905
-76
-2% -$4.99K ﹤0.01% 1702
2022
Q2 		$325K Buy
4,981
+835
+20% +$60.6K ﹤0.01% 1555
2022
Q1 		$342K Buy
+4,146
New +$348K ﹤0.01% 1544
2017
Q3 		– Sell
-69
Closed -$5K – 2928
2017
Q2 		$5K Buy
69
+20
+41% +$1.32K ﹤0.01% 3993
2017
Q1 		$3K Hold
49
– – ﹤0.01% 4170
2016
Q4 		$3K Hold
49
– – ﹤0.01% 4154
2016
Q3 		$3K Hold
49
– – ﹤0.01% 4106
2016
Q2 		$3K Hold
49
– – ﹤0.01% 3897
2016
Q1 		$3K Hold
49
– – ﹤0.01% 3814
2015
Q4 		$3K Sell
49
-507
-91% -$31.2K ﹤0.01% 3913
2015
Q3 		$34K Buy
+556
New +$35K ﹤0.01% 2328
2015
Q2 		– Sell
-556
Closed -$38K – 2175
2015
Q1 		$38K Hold
556
– – ﹤0.01% 2214
2014
Q4 		$37K Sell
556
-435
-44% -$28.6K ﹤0.01% 2194
2014
Q3 		$63K Buy
991
+367
+59% +$24K ﹤0.01% 1758
2014
Q2 		$41K Hold
624
– – ﹤0.01% 2004
2014
Q1 		$38K Hold
624
– – ﹤0.01% 1975
2013
Q4 		$36K Hold
624
– – ﹤0.01% 1813
2013
Q3 		$38K Hold
624
– – ﹤0.01% 1688
2013
Q2 		$38K Buy
+624
New +$42.2K ﹤0.01% 1527

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

Creative Planning's LTPZ Position: Q4 2024 in Review

Creative Planning sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2024, closing a stake of 11,093 shares — an estimated $641K sold.

Creative Planning first reported a position in LTPZ in Q2 2013 and held it in 26 quarters. The position peaked at $2.75M in Q1 2023. 86 funds tracked by Wall St. Rank hold LTPZ as of Q4 2024.

  • Creative Planning reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 11,093 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2024, an estimated $641K.
  • Creative Planning first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q2 2013 and held it in 26 quarters.
  • Creative Planning's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $2.75M in Q1 2023.
  • 86 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.