EverSource Wealth Advisors
LTPZ icon

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

EverSource Wealth 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 		$10.9K Buy
+242
New +$11.6K ﹤0.01% 2848

Other funds holding LTPZ

Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Tortoise Investment Management
Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Heck Capital Advisors
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
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Sovran Advisors
Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

EverSource Wealth Advisors's LTPZ Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q3 2026: 242 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #2848 among its holdings.

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

  • EverSource Wealth Advisors held 242 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $10.9K as of Q3 2026.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund was a new EverSource Wealth Advisors position in Q3 2026.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #2848 holding.
  • 54 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.