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

Spearhead Capital 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
2022 Q3	–	Sell	-41,626	Closed	-$2.71M	–	131
2022 Q2	$2.71M	Buy	41,626 +4,251	+11%	+$309K	0.4%	52
2022 Q1	$3.09M	Buy	+37,375	New	+$3.14M	0.38%	53
2021 Q3	–	Sell	-45,063	Closed	-$3.89M	–	196
2021 Q2	$3.89M	Buy	45,063 +524	+1%	+$43.6K	0.53%	55
2021 Q1	$3.6M	Buy	44,539 +1,200	+3%	+$101K	0.53%	56
2020 Q4	$3.84M	Buy	43,339 +4,559	+12%	+$396K	0.61%	57
2020 Q3	$3.39M	Buy	38,780 +11,707	+43%	+$1.02M	0.65%	57
2020 Q2	$2.26M	Buy	27,073 +8,844	+49%	+$731K	0.48%	57
2020 Q1	$1.42M	Buy	+18,229	New	+$1.39M	0.41%	61

Other funds holding LTPZ

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Spearhead Capital Advisors's LTPZ Position: Q3 2022 in Review

Spearhead Capital Advisors sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q3 2022, closing a stake of 41,626 shares — an estimated $2.71M sold.

Spearhead Capital Advisors first reported a position in LTPZ in Q1 2020 and held it in 8 quarters. The position peaked at $3.89M in Q2 2021. 83 funds tracked by Wall St. Rank hold LTPZ as of Q3 2022.

Spearhead Capital Advisors reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
Spearhead Capital Advisors sold 41,626 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2022, an estimated $2.71M.
Spearhead Capital Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2020 and held it in 8 quarters.
Spearhead Capital Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $3.89M in Q2 2021.
83 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.