First Allied Advisory Services’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

First Allied Advisory Services’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
2020 Q3	$553K	Buy	6,321 +695	+12%	+$60.4K	0.02%	661
2020 Q2	$469K	Sell	5,626 -418	-7%	-$34.5K	0.02%	670
2020 Q1	$471K	Sell	6,044 -49	-0.8%	-$3.73K	0.02%	614
2019 Q4	$439K	Buy	6,093 +877	+17%	+$64K	0.01%	766
2019 Q3	$383K	Sell	5,216 -615	-11%	-$44.5K	0.01%	793
2019 Q2	$406K	Buy	5,831 +498	+9%	+$33.5K	0.01%	758
2019 Q1	$352K	Buy	5,333 +417	+8%	+$26.6K	0.01%	800
2018 Q4	$306K	Buy	4,916 +31	+0.6%	+$1.93K	0.01%	773
2018 Q3	$312K	Buy	4,885 +272	+6%	+$18.1K	0.01%	889
2018 Q2	$311K	Buy	4,613 +340	+8%	+$22.6K	0.01%	859
2018 Q1	$285K	Buy	4,273 +259	+6%	+$17.3K	0.01%	888
2017 Q4	$278K	Buy	4,014 +664	+20%	+$44.8K	0.01%	905
2017 Q3	$219K	Buy	3,350 +244	+8%	+$16.2K	0.01%	970
2017 Q2	$203K	Buy	+3,106	New	+$206K	0.01%	1029

Other funds holding LTPZ

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Allied Advisory Services's LTPZ Position: Q3 2020 in Review

First Allied Advisory Services increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 12% in Q3 2020, buying an estimated $60.4K and bringing the position to 6,321 shares worth $553K. The position accounts for 0.02% of the portfolio, ranked #661.

First Allied Advisory Services first reported a position in LTPZ in Q2 2017 and has held it in 14 quarters since. 58 funds tracked by Wall St. Rank hold LTPZ as of Q3 2020.

First Allied Advisory Services held 6,321 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $553K as of Q3 2020.
First Allied Advisory Services bought 695 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2020, an estimated $60.4K.
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.02% of First Allied Advisory Services's portfolio in Q3 2020, its #661 holding.
First Allied Advisory Services first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q2 2017 and has held it in 14 quarters since.
58 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.