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Park Square Financial Group’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Park Square Financial Group’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
Q3 		– Sell
-138
Closed -$7.24K – 669
2025
Q2 		$7.24K Buy
138
+45
+48% +$2.33K 0.01% 662
2025
Q1 		$5.1K Sell
93
-165
-64% -$8.83K ﹤0.01% 739
2024
Q4 		$13.4K Buy
+258
New +$14.1K 0.01% 522

Other funds holding LTPZ

EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $294M AUM 20.18% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
FWP
Forefront Wealth Partners Austin, Texas $323M AUM 27.85% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Park Square Financial Group's LTPZ Position: Q3 2025 in Review

Park Square Financial Group sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q3 2025, closing a stake of 138 shares — an estimated $7.24K sold.

Park Square Financial Group first reported a position in LTPZ in Q4 2024 and held it in 3 quarters. The position peaked at $13.4K in Q4 2024. 82 funds tracked by Wall St. Rank hold LTPZ as of Q3 2025.

  • Park Square Financial Group reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 138 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2025, an estimated $7.24K.
  • Park Square Financial Group first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $13.4K in Q4 2024.
  • 82 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.