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LTPZ icon

GWN Securities’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

GWN Securities’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
Q1 		– Sell
-4,573
Closed -$237K – 477
2025
Q4 		$237K Buy
+4,573
New +$243K 0.05% 387
2025
Q3 		– Sell
-8,390
Closed -$441K – 414
2025
Q2 		$441K Buy
8,390
+4,341
+107% +$225K 0.08% 230
2025
Q1 		$222K Buy
+4,049
New +$217K 0.01% 654

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GWN Securities's LTPZ Position: Q1 2026 in Review

GWN Securities sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2026, closing a stake of 4,573 shares — an estimated $237K sold.

GWN Securities first reported a position in LTPZ in Q1 2025 and held it in 3 quarters. The position peaked at $441K in Q2 2025. 83 funds tracked by Wall St. Rank hold LTPZ as of Q1 2026.

  • GWN Securities reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
  • GWN Securities sold 4,573 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $237K.
  • GWN Securities first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2025 and held it in 3 quarters.
  • GWN Securities's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $441K in Q2 2025.
  • 83 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.