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

MGO Private Wealth’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	$255K	Sell	5,005 -19,332	-79%	-$1.01M	1.37%	21
2025 Q4	$1.26M	Sell	24,337 -7	-0%	-$372	0.78%	27
2025 Q3	$1.3M	Buy	24,344 +1,642	+7%	+$85.7K	0.78%	28
2025 Q2	$1.19M	Sell	22,702 -28,849	-56%	-$1.49M	0.76%	29
2025 Q1	$2.83M	Buy	51,551 +6,585	+15%	+$352K	1.99%	14
2024 Q4	$2.34M	Buy	+44,966	New	+$2.46M	1.67%	15

Other funds holding LTPZ

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

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

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MAWAG

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

Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

ACM

Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MGO Private Wealth's LTPZ Position: Q1 2026 in Review

MGO Private Wealth reduced its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 79% in Q1 2026, selling an estimated $1.01M and leaving 5,005 shares worth $255K. The position accounts for 1.37% of the portfolio, ranked #21.

MGO Private Wealth first reported a position in LTPZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.83M in Q1 2025. 83 funds tracked by Wall St. Rank hold LTPZ as of Q1 2026.

MGO Private Wealth held 5,005 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $255K as of Q1 2026.
MGO Private Wealth sold 19,332 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $1.01M.
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 1.37% of MGO Private Wealth's portfolio in Q1 2026, its #21 holding.
MGO Private Wealth first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
MGO Private Wealth's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $2.83M in Q1 2025.
83 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.