Richard W. Paul & Associates’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Richard W. Paul & Associates’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	-26	Closed	-$1.34K	–	439
2024 Q4	$1.34K	Hold	26	–	–	﹤0.01%	444
2024 Q3	$1.48K	Buy	26 +1	+4%	+$56	﹤0.01%	438
2024 Q2	$1.38K	Buy	25 +15	+150%	+$808	﹤0.01%	441
2024 Q1	$556	Buy	+10	New	+$553	﹤0.01%	484
2023 Q4	–	Sell	-4	Closed	-$210	–	524
2023 Q3	$210	Buy	+4	New	+$226	﹤0.01%	489

Other funds holding LTPZ

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

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 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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

Richard W. Paul & Associates's LTPZ Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2025, closing a stake of 26 shares — an estimated $1.34K sold.

Richard W. Paul & Associates first reported a position in LTPZ in Q3 2023 and held it in 5 quarters. The position peaked at $1.48K in Q3 2024. 81 funds tracked by Wall St. Rank hold LTPZ as of Q1 2025.

Richard W. Paul & Associates reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 26 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2025, an estimated $1.34K.
Richard W. Paul & Associates first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2023 and held it in 5 quarters.
Richard W. Paul & Associates's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $1.48K in Q3 2024.
81 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.