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

CWC 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
2026 Q3	$227K	Buy	+5,042	New	+$242K	0.11%	146

Other funds holding LTPZ

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

FAG

Financial Architects (Georgia) Woodstock, Georgia $196M AUM 6.67% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CWC Advisors's LTPZ Position: Q3 2026 in Review

CWC Advisors opened a new position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q3 2026: 5,042 shares worth $227K. The stake represents 0.11% of the portfolio and ranks #146 among its holdings.

54 funds tracked by Wall St. Rank hold LTPZ as of Q3 2026.

CWC Advisors held 5,042 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $227K as of Q3 2026.
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund was a new CWC Advisors position in Q3 2026.
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.11% of CWC Advisors's portfolio in Q3 2026, its #146 holding.
54 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.