Hudson Portfolio Management’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Hudson Portfolio Management’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 Q3	–	Sell	-38,643	Closed	-$1.94M	–	105
2023 Q2	$1.94M	Sell	38,643 -50	-0.1%	-$3.02K	2.11%	13
2023 Q1	$1.97M	Hold	38,693	–	–	2.21%	11
2022 Q4	$1.93M	Sell	38,693 -914	-2%	-$53.5K	2.13%	10
2022 Q3	$1.96M	Sell	39,607 -635	-2%	-$41.7K	2.31%	9
2022 Q2	$2.1M	Sell	40,242 -4,485	-10%	-$326K	2.18%	13
2022 Q1	$2.44M	Buy	44,727 +3,862	+9%	+$324K	2.15%	12
2021 Q4	$2.25M	Buy	40,865 +31,770	+349%	+$2.86M	1.99%	15
2021 Q3	$498K	Buy	+9,095	New	+$805K	0.46%	70

Other funds holding LTPZ

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

YWM

Yoder Wealth Management Walnut Creek, California $219M AUM 15.95% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Hudson Portfolio Management's LTPZ Position: Q3 2023 in Review

Hudson Portfolio Management sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q3 2023, closing a stake of 38,643 shares — an estimated $1.94M sold.

Hudson Portfolio Management first reported a position in LTPZ in Q3 2021 and held it in 8 quarters. The position peaked at $2.44M in Q1 2022. 85 funds tracked by Wall St. Rank hold LTPZ as of Q3 2023.

Hudson Portfolio Management reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q3 2023 after selling out during the quarter.
Hudson Portfolio Management sold 38,643 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2023, an estimated $1.94M.
Hudson Portfolio Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2021 and held it in 8 quarters.
Hudson Portfolio Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $2.44M in Q1 2022.
85 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2023.

Based on Hudson Portfolio Management's 13F filing for Q3 2023, filed 14 Nov 2023.