Raymond James Financial
LTPZ icon

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

Raymond James Financial’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 		– Sell
-4,310
Closed -$223K – 5379
2025
Q4 		$223K Sell
4,310
-2,217
-34% -$118K ﹤0.01% 4741
2025
Q3 		$348K Sell
6,527
-4,919
-43% -$257K ﹤0.01% 4328
2025
Q2 		$601K Sell
11,446
-4,800
-30% -$249K ﹤0.01% 3897
2025
Q1 		$891K Sell
16,246
-3,474
-18% -$186K ﹤0.01% 3578
2024
Q4 		$1.03M Buy
+19,720
New +$1.08M ﹤0.01% 3433

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $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
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial's LTPZ Position: Q1 2026 in Review

Raymond James Financial sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2026, closing a stake of 4,310 shares — an estimated $223K sold.

Raymond James Financial first reported a position in LTPZ in Q4 2024 and held it in 5 quarters. The position peaked at $1.03M in Q4 2024. 83 funds tracked by Wall St. Rank hold LTPZ as of Q1 2026.

  • Raymond James Financial reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
  • Raymond James Financial sold 4,310 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2026, an estimated $223K.
  • Raymond James Financial first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2024 and held it in 5 quarters.
  • Raymond James Financial's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $1.03M in Q4 2024.
  • 83 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.