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

Paragon Private Wealth 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
2025
Q1 		– Sell
-7,763
Closed -$404K – 187
2024
Q4 		$404K Buy
+7,763
New +$425K 0.19% 117

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

Paragon Private Wealth Management's LTPZ Position: Q1 2025 in Review

Paragon Private Wealth Management sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2025, closing a stake of 7,763 shares — an estimated $404K sold.

Paragon Private Wealth Management first reported a position in LTPZ in Q4 2024 and held it in 1 quarter. The position peaked at $404K in Q4 2024. 81 funds tracked by Wall St. Rank hold LTPZ as of Q1 2025.

  • Paragon Private Wealth Management reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
  • Paragon Private Wealth Management sold 7,763 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2025, an estimated $404K.
  • Paragon Private Wealth Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2024 and held it in 1 quarter.
  • Paragon Private Wealth Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $404K 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 Paragon Private Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.