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

Integrated Wealth Concepts’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 Q2	$138K	Buy	+2,734	New	+$140K	﹤0.01%	2578
2024 Q2	–	Sell	-8,932	Closed	-$496K	–	1687
2024 Q1	$496K	Sell	8,932 -2,415	-21%	-$134K	0.01%	1061
2023 Q4	$643K	Sell	11,347 -67,552	-86%	-$3.59M	0.01%	897
2023 Q3	$4.15M	Buy	78,899 +1,378	+2%	+$77.8K	0.07%	260
2023 Q2	$4.65M	Buy	77,521 +9,924	+15%	+$600K	0.08%	241
2023 Q1	$4.17M	Buy	67,597 +4,396	+7%	+$267K	0.09%	223
2022 Q4	$3.68M	Buy	63,201 +18,780	+42%	+$1.1M	0.1%	197
2022 Q3	$2.49M	Buy	44,421 +5,409	+14%	+$355K	0.08%	233
2022 Q2	$2.54M	Buy	+39,012	New	+$2.83M	0.08%	232
2022 Q1	–	Sell	-23,955	Closed	-$2.19M	–	1008
2021 Q4	$2.19M	Buy	23,955 +11,590	+94%	+$1.04M	0.07%	245
2021 Q3	$1.07M	Buy	+12,365	New	+$1.09M	0.03%	365

Other funds holding LTPZ

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ACM

Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

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

Integrated Wealth Concepts's LTPZ Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q2 2026: 2,734 shares worth $138K. The stake represents ﹤0.01% of the portfolio and ranks #2578 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in LTPZ as recently as Q1 2024.

Integrated Wealth Concepts first reported a position in LTPZ in Q3 2021 and has held it in 11 quarters since. The position peaked at $4.65M in Q2 2023. 98 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

Integrated Wealth Concepts held 2,734 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $138K as of Q2 2026.
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund was a new Integrated Wealth Concepts position in Q2 2026.
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2578 holding.
Integrated Wealth Concepts first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2021 and has held it in 11 quarters since.
Integrated Wealth Concepts's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $4.65M in Q2 2023.
98 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.