FEG
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Financial Enhancement Group’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Financial Enhancement Group’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
2021
Q2 		– Sell
-4,965
Closed -$401K – 295
2021
Q1 		$401K Buy
4,965
+3,904
+368% +$328K 0.08% 77
2020
Q4 		$94K Hold
1,061
– – 0.02% 117
2020
Q3 		$93K Buy
+1,061
New +$92.3K 0.02% 106

Other funds holding LTPZ

FA
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Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCCM
Timber Creek Capital Management Boston, Massachusetts $412M AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Enhancement Group's LTPZ Position: Q2 2021 in Review

Financial Enhancement Group sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q2 2021, closing a stake of 4,965 shares — an estimated $401K sold.

Financial Enhancement Group first reported a position in LTPZ in Q3 2020 and held it in 3 quarters. The position peaked at $401K in Q1 2021. 62 funds tracked by Wall St. Rank hold LTPZ as of Q2 2021.

  • Financial Enhancement Group reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q2 2021 after selling out during the quarter.
  • Financial Enhancement Group sold 4,965 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2021, an estimated $401K.
  • Financial Enhancement Group first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2020 and held it in 3 quarters.
  • Financial Enhancement Group's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $401K in Q1 2021.
  • 62 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2021.

Based on Financial Enhancement Group's 13F filing for Q2 2021, filed 10 Aug 2021.