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

Essential Partners’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	$358K	Buy	7,942 +17	+0.2%	+$815	0.16%	120
2026 Q2	$401K	Buy	7,925 +341	+4%	+$17.4K	0.19%	111
2026 Q1	$387K	Buy	7,584 +371	+5%	+$19.4K	0.13%	180
2025 Q4	$373K	Sell	7,213 -148	-2%	-$7.86K	0.11%	226
2025 Q3	$392K	Sell	7,361 -9,451	-56%	-$493K	0.13%	206
2025 Q2	$882K	Buy	+16,812	New	+$871K	0.35%	84

Other funds holding LTPZ

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

DRS

Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Vanguard Capital Wealth Advisors Denver, Colorado $145M AUM 65.64% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Essential Partners's LTPZ Position: Q3 2026 in Review

Essential Partners increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 0.21% in Q3 2026, buying an estimated $815 and bringing the position to 7,942 shares worth $358K. The position accounts for 0.16% of the portfolio, ranked #120.

Essential Partners first reported a position in LTPZ in Q2 2025 and has held it in 6 quarters since. The position peaked at $882K in Q2 2025. 16 funds tracked by Wall St. Rank hold LTPZ as of Q3 2026.

Essential Partners held 7,942 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $358K as of Q3 2026.
Essential Partners bought 17 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2026, an estimated $815.
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.16% of Essential Partners's portfolio in Q3 2026, its #120 holding.
Essential Partners first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q2 2025 and has held it in 6 quarters since.
Essential Partners's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $882K in Q2 2025.
16 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.