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Fortis Capital Advisors’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Fortis Capital Advisors’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
2023
Q2 		– Sell
-160
Closed -$9.87K – 407
2023
Q1 		$9.87K Sell
160
-1,330
-89% -$80.8K 0.01% 465
2022
Q4 		$86.8K Buy
+1,490
New +$87.3K 0.05% 236

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $219M AUM 15.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
TCCM
Timber Creek Capital Management Boston, Massachusetts $412M AUM 26.12% 1-Year Est. Return

Fortis Capital Advisors's LTPZ Position: Q2 2023 in Review

Fortis Capital Advisors sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q2 2023, closing a stake of 160 shares — an estimated $9.87K sold.

Fortis Capital Advisors first reported a position in LTPZ in Q4 2022 and held it in 2 quarters. The position peaked at $86.8K in Q4 2022. 74 funds tracked by Wall St. Rank hold LTPZ as of Q2 2023.

  • Fortis Capital Advisors reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 160 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2023, an estimated $9.87K.
  • Fortis Capital Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $86.8K in Q4 2022.
  • 74 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.