EW
LTPZ icon

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

Evoke Wealth’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 		$27.1M Sell
531,554
-131,917
-20% -$6.88M 0.49% 36
2025
Q4 		$34.5M Sell
663,471
-109,088
-14% -$5.79M 0.64% 34
2025
Q3 		$41.2M Sell
772,559
-188,784
-20% -$9.86M 0.83% 30
2025
Q2 		$50.4M Sell
961,343
-113,490
-11% -$5.88M 1.15% 26
2025
Q1 		$58.9M Sell
1,074,833
-68,720
-6% -$3.68M 1.54% 20
2024
Q4 		$59.7M Sell
1,143,553
-122,009
-10% -$6.68M 1.66% 18
2024
Q3 		$73.1M Buy
+1,265,562
New +$71.2M 1.98% 13
2024
Q2 		– Sell
-1,424,161
Closed -$79.1M – 267
2024
Q1 		$79.1M Buy
+1,424,161
New +$78.8M 2.34% 11
2023
Q4 		– Sell
-57,574
Closed -$3.03M – 240
2023
Q3 		$3.03M Sell
57,574
-51
-0.1% -$2.88K 0.11% 92
2023
Q2 		$3.46M Buy
57,625
+806
+1% +$48.7K 0.12% 82
2023
Q1 		$3.5M Sell
56,819
-145,835
-72% -$8.86M 0.13% 83
2022
Q4 		$11.9M Buy
202,654
+200,964
+11,891% +$11.8M 0.43% 34
2022
Q3 		$95K Sell
1,690
-45,242
-96% -$2.97M ﹤0.01% 422
2022
Q2 		$3.06M Buy
46,932
+46,814
+39,673% +$3.4M 0.11% 91
2022
Q1 		$10K Buy
+118
New +$9.91K ﹤0.01% 773

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 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
YWM
Yoder Wealth Management Walnut Creek, California $219M AUM 15.95% 1-Year Est. Return

Evoke Wealth's LTPZ Position: Q1 2026 in Review

Evoke Wealth reduced its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 20% in Q1 2026, selling an estimated $6.88M and leaving 531,554 shares worth $27.1M. The position accounts for 0.49% of the portfolio, ranked #36.

Evoke Wealth first reported a position in LTPZ in Q1 2022 and has held it in 15 quarters since. The position peaked at $79.1M in Q1 2024. 83 funds tracked by Wall St. Rank hold LTPZ as of Q1 2026.

  • Evoke Wealth held 531,554 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $27.1M as of Q1 2026.
  • Evoke Wealth sold 131,917 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $6.88M.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.49% of Evoke Wealth's portfolio in Q1 2026, its #36 holding.
  • Evoke Wealth first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2022 and has held it in 15 quarters since.
  • Evoke Wealth's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $79.1M in Q1 2024.
  • 83 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.