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

Heck 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
Q4 		– Sell
-35,449
Closed -$1.86M – 199
2023
Q3 		$1.86M Buy
+35,449
New +$2M 0.35% 62

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SAM
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Morgan Stanley
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 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
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Heck Capital Advisors's LTPZ Position: Q4 2023 in Review

Heck Capital Advisors sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2023, closing a stake of 35,449 shares — an estimated $1.86M sold.

Heck Capital Advisors first reported a position in LTPZ in Q3 2023 and held it in 1 quarter. The position peaked at $1.86M in Q3 2023. 85 funds tracked by Wall St. Rank hold LTPZ as of Q4 2023.

  • Heck Capital Advisors reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
  • Heck Capital Advisors sold 35,449 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2023, an estimated $1.86M.
  • Heck Capital Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2023 and held it in 1 quarter.
  • Heck Capital Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $1.86M in Q3 2023.
  • 85 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2023.

Based on Heck Capital Advisors's 13F filing for Q4 2023, filed 19 May 2025.