LI
LTPZ icon

LifeWealth Investments’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

LifeWealth Investments’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
2025
Q1 		– Sell
-3,853
Closed -$201K – 155
2024
Q4 		$201K Buy
+3,853
New +$211K 0.13% 144

Other funds holding LTPZ

EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $294M AUM 20.18% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

LifeWealth Investments's LTPZ Position: Q1 2025 in Review

LifeWealth Investments sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2025, closing a stake of 3,853 shares — an estimated $201K sold.

LifeWealth Investments first reported a position in LTPZ in Q4 2024 and held it in 1 quarter. The position peaked at $201K in Q4 2024. 81 funds tracked by Wall St. Rank hold LTPZ as of Q1 2025.

  • LifeWealth Investments reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
  • LifeWealth Investments sold 3,853 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2025, an estimated $201K.
  • LifeWealth Investments first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2024 and held it in 1 quarter.
  • LifeWealth Investments's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $201K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2025.

Based on LifeWealth Investments's 13F filing for Q1 2025, filed 21 Apr 2025.