Envestnet Portfolio Solutions
LTPZ icon

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

Envestnet Portfolio 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
Q1 		– Sell
-41,017
Closed -$2.12M – 1418
2025
Q4 		$2.12M Buy
41,017
+31,148
+316% +$1.65M 0.01% 530
2025
Q3 		$526K Buy
+9,869
New +$515K ﹤0.01% 1006

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Portfolio Solutions's LTPZ Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2026, closing a stake of 41,017 shares — an estimated $2.12M sold.

Envestnet Portfolio Solutions first reported a position in LTPZ in Q3 2025 and held it in 2 quarters. The position peaked at $2.12M in Q4 2025. 83 funds tracked by Wall St. Rank hold LTPZ as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 41,017 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $2.12M.
  • Envestnet Portfolio Solutions first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2025 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $2.12M in Q4 2025.
  • 83 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.