Simplex Trading

Simplex Trading’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Simplex Trading’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	$3.01K	Sell	59 -1,631	-97%	-$85.1K	﹤0.01%	8186
2025 Q4	$87.5K	Buy	+1,690	New	+$89.8K	﹤0.01%	5130
2024 Q4	–	Sell	-2,998	Closed	-$173K	–	9153
2024 Q3	$173K	Buy	+2,998	New	+$169K	﹤0.01%	4660
2024 Q2	–	Sell	-5,057	Closed	-$280K	–	9374
2024 Q1	$280K	Sell	5,057 -3,501	-41%	-$194K	﹤0.01%	4482
2023 Q4	$485K	Buy	+8,558	New	+$455K	﹤0.01%	3735
2023 Q1	–	Sell	-790	Closed	-$46K	–	9668
2022 Q4	$46K	Buy	+790	New	+$46.3K	﹤0.01%	5989

Other funds holding LTPZ

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return

Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return