Dynamic Advisor Solutions’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Dynamic Advisor Solutions’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	$933K	Buy	18,423 +5,236	+40%	+$268K	0.03%	513
2026 Q1	$673K	Buy	13,187 +626	+5%	+$32.7K	0.02%	560
2025 Q4	$650K	Buy	12,561 +834	+7%	+$44.3K	0.02%	561
2025 Q3	$625K	Sell	11,727 -219	-2%	-$11.4K	0.02%	570
2025 Q2	$627K	Buy	11,946 +3,779	+46%	+$196K	0.02%	553
2025 Q1	$448K	Buy	8,167 +1,167	+17%	+$62.4K	0.01%	608
2024 Q4	$364K	Buy	+7,000	New	+$383K	0.02%	491

Other funds holding LTPZ

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

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

Ares Financial Consulting Calabasas, California $139M AUM

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return