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LTPZ icon

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

SteelPeak Wealth’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 		$1.29M Buy
25,462
+2,232
+10% +$114K 0.03% 283
2026
Q1 		$1.19M Buy
23,230
+15,704
+209% +$819K 0.04% 267
2025
Q4 		$391K Buy
+7,526
New +$400K 0.01% 391

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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

SteelPeak Wealth's LTPZ Position: Q2 2026 in Review

SteelPeak Wealth increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 9.6% in Q2 2026, buying an estimated $114K and bringing the position to 25,462 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #283.

SteelPeak Wealth first reported a position in LTPZ in Q4 2025 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • SteelPeak Wealth held 25,462 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $1.29M as of Q2 2026.
  • SteelPeak Wealth bought 2,232 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $114K.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.03% of SteelPeak Wealth's portfolio in Q2 2026, its #283 holding.
  • SteelPeak Wealth first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • 98 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.