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Steward Partners Investment Advisory’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Steward Partners Investment Advisory’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 		$238K Buy
4,698
+4,603
+4,845% +$235K ﹤0.01% 2138
2026
Q1 		$4.86K Hold
95
– – ﹤0.01% 3807
2025
Q4 		$4.91K Buy
95
+1
+1% +$53 ﹤0.01% 3696
2025
Q3 		$5K Buy
94
+1
+1% +$52 ﹤0.01% 3661
2025
Q2 		$4.86K Buy
93
+2
+2% +$104 ﹤0.01% 3491
2025
Q1 		$4.99K Hold
91
– – ﹤0.01% 3380
2024
Q4 		$4.73K Buy
91
+1
+1% +$55 ﹤0.01% 3380
2024
Q3 		$5.21K Hold
90
– – ﹤0.01% 3175
2024
Q2 		$4.84K Sell
90
-2,281
-96% -$123K ﹤0.01% 3058
2024
Q1 		$132K Buy
2,371
+2,283
+2,594% +$126K ﹤0.01% 1625
2023
Q4 		$4.97K Buy
88
+1
+1% +$53 ﹤0.01% 2960
2023
Q3 		$4.56K Buy
87
+1
+1% +$56 ﹤0.01% 2858
2023
Q2 		$5.15K Buy
86
+1
+1% +$60 ﹤0.01% 2777
2023
Q1 		$5.22K Sell
85
-344
-80% -$20.9K ﹤0.01% 2776
2022
Q4 		$25K Hold
429
– – ﹤0.01% 2133
2022
Q3 		$24K Buy
429
+2
+0.5% +$131 ﹤0.01% 2141
2022
Q2 		$28K Buy
427
+3
+0.7% +$218 ﹤0.01% 2077
2022
Q1 		$35K Hold
424
– – ﹤0.01% 2098
2021
Q4 		$39K Sell
424
-104
-20% -$9.37K ﹤0.01% 2026
2021
Q3 		$46K Buy
+528
New +$46.7K ﹤0.01% 1945
2021
Q2 		– Sell
-3,426
Closed -$277K – 7272
2021
Q1 		$277K Sell
3,426
-24,589
-88% -$2.06M ﹤0.01% 1136
2020
Q4 		$2.48M Buy
28,015
+601
+2% +$52.3K 0.05% 325
2020
Q3 		$2.4M Sell
27,414
-550
-2% -$47.8K 0.06% 292
2020
Q2 		$2.33M Buy
27,964
+22
+0.1% +$1.82K 0.07% 281
2020
Q1 		$2.17M Buy
27,942
+1,635
+6% +$124K 0.08% 246
2019
Q4 		$1.89M Buy
26,307
+352
+1% +$25.7K 0.06% 315
2019
Q3 		$1.91M Buy
25,955
+179
+0.7% +$13K 0.06% 280
2019
Q2 		$1.79M Buy
25,776
+88
+0.3% +$5.92K 0.07% 277
2019
Q1 		$1.71M Buy
25,688
+287
+1% +$18.3K 0.07% 262
2018
Q4 		$1.58M Buy
25,401
+678
+3% +$42.1K 0.08% 259
2018
Q3 		$1.6M Buy
24,723
+1,490
+6% +$99.1K 0.08% 258
2018
Q2 		$1.57M Buy
23,233
+3,986
+21% +$265K 0.09% 225
2018
Q1 		$1.29M Buy
19,247
+10,595
+122% +$706K 0.09% 230
2017
Q4 		$599K Buy
8,652
+5,231
+153% +$353K 0.05% 328
2017
Q3 		$226K Buy
+3,421
New +$227K 0.02% 418

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

Steward Partners Investment Advisory's LTPZ Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 4,845% in Q2 2026, buying an estimated $235K and bringing the position to 4,698 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #2138.

Steward Partners Investment Advisory first reported a position in LTPZ in Q3 2017 and has held it in 35 quarters since. The position peaked at $2.48M in Q4 2020. 98 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • Steward Partners Investment Advisory held 4,698 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $238K as of Q2 2026.
  • Steward Partners Investment Advisory bought 4,603 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $235K.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2138 holding.
  • Steward Partners Investment Advisory first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2017 and has held it in 35 quarters since.
  • Steward Partners Investment Advisory's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $2.48M in Q4 2020.
  • 98 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.