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

MAI Capital 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
2026
Q2 		$27M Buy
+532,294
New +$27.2M 0.1% 179
2025
Q4 		– Sell
-1,010
Closed -$53.8K – 4433
2025
Q3 		$53.8K Hold
1,010
– – ﹤0.01% 1879
2025
Q2 		$53K Hold
1,010
– – ﹤0.01% 1819
2025
Q1 		$55.4K Buy
+1,010
New +$54K ﹤0.01% 1691

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
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
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

MAI Capital Management's LTPZ Position: Q2 2026 in Review

MAI Capital Management opened a new position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q2 2026: 532,294 shares worth $27M. The stake represents 0.1% of the portfolio and ranks #179 among its holdings. This is a return to the name: MAI Capital Management previously reported a position in LTPZ as recently as Q3 2025.

MAI Capital Management first reported a position in LTPZ in Q1 2025 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • MAI Capital Management held 532,294 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $27M as of Q2 2026.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund was a new MAI Capital Management position in Q2 2026.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.1% of MAI Capital Management's portfolio in Q2 2026, its #179 holding.
  • MAI Capital Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2025 and has held it in 4 quarters since.
  • 98 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.