SFS
LTPZ icon

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

Sowell Financial Services’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
2021
Q2 		– Sell
-116
Closed -$10K – 1787
2021
Q1 		$10K Sell
116
-2
-2% -$168 ﹤0.01% 2314
2020
Q4 		$10K Buy
+118
New +$10.3K ﹤0.01% 2012

Other funds holding LTPZ

FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TCCM
Timber Creek Capital Management Boston, Massachusetts $490M AUM 59.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sowell Financial Services's LTPZ Position: Q2 2021 in Review

Sowell Financial Services sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q2 2021, closing a stake of 116 shares — an estimated $10K sold.

Sowell Financial Services first reported a position in LTPZ in Q4 2020 and held it in 2 quarters. The position peaked at $10K in Q1 2021. 62 funds tracked by Wall St. Rank hold LTPZ as of Q2 2021.

  • Sowell Financial Services reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 116 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2021, an estimated $10K.
  • Sowell Financial Services first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $10K in Q1 2021.
  • 62 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.