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

Prospera 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
2023 Q4	–	Sell	-4,469	Closed	-$235K	–	1088
2023 Q3	$235K	Sell	4,469 -4,794	-52%	-$271K	0.01%	895
2023 Q2	$556K	Buy	9,263 +120	+1%	+$7.25K	0.02%	582
2023 Q1	$564K	Buy	9,143 +46	+0.5%	+$2.79K	0.02%	572
2022 Q4	$530K	Buy	+9,097	New	+$533K	0.03%	517
2022 Q2	–	Sell	-8,587	Closed	-$709K	–	2184
2022 Q1	$709K	Sell	8,587 -1,944	-18%	-$163K	0.03%	497
2021 Q4	$962K	Buy	+10,531	New	+$948K	0.04%	424

Other funds holding LTPZ

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Prospera Financial Services's LTPZ Position: Q4 2023 in Review

Prospera Financial Services sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2023, closing a stake of 4,469 shares — an estimated $235K sold.

Prospera Financial Services first reported a position in LTPZ in Q4 2021 and held it in 6 quarters. The position peaked at $962K in Q4 2021. 85 funds tracked by Wall St. Rank hold LTPZ as of Q4 2023.

Prospera Financial Services reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
Prospera Financial Services sold 4,469 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2023, an estimated $235K.
Prospera Financial Services first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2021 and held it in 6 quarters.
Prospera Financial Services's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $962K in Q4 2021.
85 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2023.

Based on Prospera Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.