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

Elevated Capital 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 Q2	$375K	Buy	7,400 +5,548	+300%	+$284K	0.1%	165
2026 Q1	$94.5K	Sell	1,852 -19,855	-91%	-$1.04M	0.02%	288
2025 Q4	$1.12M	Sell	21,707 -433	-2%	-$23K	0.26%	96
2025 Q3	$1.18M	Sell	22,140 -2,025	-8%	-$106K	0.29%	87
2025 Q2	$1.33M	Hold	24,165	–	–	0.37%	65
2025 Q1	$1.33M	Buy	24,165 +441	+2%	+$23.6K	0.37%	65
2024 Q4	$1.24M	Buy	23,724 +4,679	+25%	+$256K	0.34%	72
2024 Q3	$1.1M	Buy	19,045 +8,974	+89%	+$505K	0.29%	90
2024 Q2	$545K	Buy	+10,071	New	+$542K	0.15%	170

Other funds holding LTPZ

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ACM

Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

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

MAWAG

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

Elevated Capital Advisors's LTPZ Position: Q2 2026 in Review

Elevated Capital Advisors increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 300% in Q2 2026, buying an estimated $284K and bringing the position to 7,400 shares worth $375K. The position accounts for 0.1% of the portfolio, ranked #165.

Elevated Capital Advisors first reported a position in LTPZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.33M in Q2 2025. 98 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

Elevated Capital Advisors held 7,400 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $375K as of Q2 2026.
Elevated Capital Advisors bought 5,548 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $284K.
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.1% of Elevated Capital Advisors's portfolio in Q2 2026, its #165 holding.
Elevated Capital Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q2 2024 and has held it in 9 quarters since.
Elevated Capital Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $1.33M in Q2 2025.
98 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.