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

Forefront Wealth Partners’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
2025
Q4 		– Sell
-174,669
Closed -$9.31M – 173
2025
Q3 		$9.31M Buy
+174,669
New +$9.12M 2.34% 8

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $294M AUM 20.18% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 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
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Forefront Wealth Partners's LTPZ Position: Q4 2025 in Review

Forefront Wealth Partners sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2025, closing a stake of 174,669 shares — an estimated $9.31M sold.

Forefront Wealth Partners first reported a position in LTPZ in Q3 2025 and held it in 1 quarter. The position peaked at $9.31M in Q3 2025. 96 funds tracked by Wall St. Rank hold LTPZ as of Q4 2025.

  • Forefront Wealth Partners reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • Forefront Wealth Partners sold 174,669 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2025, an estimated $9.31M.
  • Forefront Wealth Partners first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2025 and held it in 1 quarter.
  • Forefront Wealth Partners's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $9.31M in Q3 2025.
  • 96 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2025.

Based on Forefront Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.