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

Sovran Advisors’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 Q3	$7.29M	Sell	154,054 -9,236	-6%	-$443K	0.5%	47
2026 Q2	$7.94M	Buy	163,290 +2,672	+2%	+$137K	0.59%	32
2026 Q1	$8.26M	Buy	160,618 +1,960	+1%	+$102K	0.65%	32
2025 Q4	$8.31M	Sell	158,658 -14,701	-8%	-$781K	0.71%	32
2025 Q3	$9.33M	Buy	173,359 +11,498	+7%	+$600K	0.82%	26
2025 Q2	$8.31M	Sell	161,861 -4,594	-3%	-$238K	0.87%	27
2025 Q1	$8.59M	Buy	166,455 +17,192	+12%	+$920K	1.11%	21
2024 Q4	$7.61M	Buy	+149,263	New	+$8.17M	1.08%	18

Other funds holding LTPZ

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

FAG

Financial Architects (Georgia) Woodstock, Georgia $196M AUM 6.67% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sovran Advisors's LTPZ Position: Q3 2026 in Review

Sovran Advisors reduced its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 5.7% in Q3 2026, selling an estimated $443K and leaving 154,054 shares worth $7.29M. The position accounts for 0.5% of the portfolio, ranked #47.

Sovran Advisors first reported a position in LTPZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.33M in Q3 2025. 63 funds tracked by Wall St. Rank hold LTPZ as of Q3 2026.

Sovran Advisors held 154,054 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $7.29M as of Q3 2026.
Sovran Advisors sold 9,236 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2026, an estimated $443K.
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.5% of Sovran Advisors's portfolio in Q3 2026, its #47 holding.
Sovran Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2024 and has held it in 8 quarters since.
Sovran Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $9.33M in Q3 2025.
63 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2026.

Based on Sovran Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.