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
Q2 		– Sell
-531,554
Closed -$27.1M – 374
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 $5.53B AUM 28.94% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
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
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Evoke Wealth's LTPZ Position: Q2 2026 in Review

Evoke Wealth sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q2 2026, closing a stake of 531,554 shares — an estimated $27.1M sold.

Evoke Wealth first reported a position in LTPZ in Q1 2022 and held it in 15 quarters. The position peaked at $79.1M in Q1 2024. 98 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • Evoke Wealth reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 531,554 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $27.1M.
  • Evoke Wealth first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2022 and held it in 15 quarters.
  • Evoke Wealth's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $79.1M in Q1 2024.
  • 98 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.