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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
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

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Sovran Advisors's LTPZ Position: Q2 2026 in Review

Sovran Advisors increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 1.7% in Q2 2026, buying an estimated $137K and bringing the position to 163,290 shares worth $7.94M. The position accounts for 0.59% of the portfolio, ranked #32.

Sovran Advisors first reported a position in LTPZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.33M in Q3 2025. 48 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • Sovran Advisors held 163,290 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $7.94M as of Q2 2026.
  • Sovran Advisors bought 2,672 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $137K.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.59% of Sovran Advisors's portfolio in Q2 2026, its #32 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 7 quarters since.
  • Sovran Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $9.33M in Q3 2025.
  • 48 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.