KAS
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Kestra Advisory Services’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Kestra Advisory Services’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
-3,387
Closed -$175K – 3853
2025
Q4 		$175K Sell
3,387
-1,288
-28% -$68.4K ﹤0.01% 3007
2025
Q3 		$249K Sell
4,675
-1,697
-27% -$88.6K ﹤0.01% 2591
2025
Q2 		$334K Sell
6,372
-629
-9% -$32.6K ﹤0.01% 2269
2025
Q1 		$384K Sell
7,001
-64
-0.9% -$3.42K ﹤0.01% 2003
2024
Q4 		$368K Sell
7,065
-500
-7% -$27.4K ﹤0.01% 2088
2024
Q3 		$437K Sell
7,565
-1,210
-14% -$68.1K ﹤0.01% 1854
2024
Q2 		$474K Sell
8,775
-2,711
-24% -$146K ﹤0.01% 1808
2024
Q1 		$638K Sell
11,486
-1,524
-12% -$84.3K ﹤0.01% 1506
2023
Q4 		$737K Buy
13,010
+891
+7% +$47.3K 0.01% 1280
2023
Q3 		$637K Sell
12,119
-322
-3% -$18.2K 0.01% 1233
2023
Q2 		$747K Sell
12,441
-4,718
-27% -$285K 0.01% 1115
2023
Q1 		$1.06M Sell
17,159
-2,651
-13% -$161K 0.01% 917
2022
Q4 		$1.15M Sell
19,810
-2,564
-11% -$150K 0.01% 994
2022
Q3 		$1.25M Buy
22,374
+570
+3% +$37.5K 0.01% 864
2022
Q2 		$1.42M Buy
21,804
+1,174
+6% +$85.3K 0.01% 808
2022
Q1 		$1.7M Buy
20,630
+1,336
+7% +$112K 0.02% 732
2021
Q4 		$1.76M Buy
19,294
+726
+4% +$65.4K 0.02% 736
2021
Q3 		$1.61M Buy
18,568
+1,554
+9% +$137K 0.02% 796
2021
Q2 		$1.47M Buy
17,014
+1,957
+13% +$163K 0.02% 768
2021
Q1 		$1.22M Sell
15,057
-781
-5% -$65.6K 0.02% 786
2020
Q4 		$1.4M Buy
15,838
+2,236
+16% +$194K 0.02% 722
2020
Q3 		$1.22M Buy
+13,602
New +$1.18M 0.02% 564

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

Kestra Advisory Services's LTPZ Position: Q1 2026 in Review

Kestra Advisory Services sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2026, closing a stake of 3,387 shares — an estimated $175K sold.

Kestra Advisory Services first reported a position in LTPZ in Q3 2020 and held it in 22 quarters. The position peaked at $1.76M in Q4 2021. 83 funds tracked by Wall St. Rank hold LTPZ as of Q1 2026.

  • Kestra Advisory Services reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 3,387 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $175K.
  • Kestra Advisory Services first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2020 and held it in 22 quarters.
  • Kestra Advisory Services's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $1.76M in Q4 2021.
  • 83 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.