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Montgomery Financial Services’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Montgomery Financial 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
Q2 		$81K Buy
+1,600
New +$81.8K 0.07% 53

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 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
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

Montgomery Financial Services's LTPZ Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q2 2026: 1,600 shares worth $81K. The stake represents 0.07% of the portfolio and ranks #53 among its holdings.

91 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • Montgomery Financial Services held 1,600 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $81K as of Q2 2026.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund was a new Montgomery Financial Services position in Q2 2026.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.07% of Montgomery Financial Services's portfolio in Q2 2026, its #53 holding.
  • 91 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.