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

Lenox Wealth 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
2020 Q4	–	Sell	-7	Closed	-$1K	–	649
2020 Q3	$1K	Hold	7	–	–	﹤0.01%	556
2020 Q2	$1K	Hold	7	–	–	﹤0.01%	562
2020 Q1	$1K	Buy	+7	New	+$533	﹤0.01%	700

Other funds holding LTPZ

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

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

Timber Creek Capital Management Boston, Massachusetts $412M AUM 26.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return