Stifel Financial
LTPZ icon

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

Stifel Financial’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 		$320K Buy
6,316
+35
+0.6% +$1.79K ﹤0.01% 3251
2026
Q1 		$321K Buy
6,281
+842
+15% +$43.9K ﹤0.01% 3141
2025
Q4 		$281K Buy
+5,439
New +$289K ﹤0.01% 3193
2023
Q3 		– Sell
-39,454
Closed -$2.37M – 3355
2023
Q2 		$2.37M Buy
39,454
+1,674
+4% +$101K ﹤0.01% 1504
2023
Q1 		$2.33M Buy
37,780
+2,188
+6% +$133K ﹤0.01% 1479
2022
Q4 		$2.07M Buy
+35,592
New +$2.08M ﹤0.01% 1503
2022
Q2 		– Sell
-46,258
Closed -$3.82M – 3411
2022
Q1 		$3.82M Sell
46,258
-7,921
-15% -$665K 0.01% 1203
2021
Q4 		$4.95M Buy
54,179
+10,491
+24% +$945K 0.01% 1075
2021
Q3 		$3.79M Sell
43,688
-27,694
-39% -$2.45M 0.01% 1169
2021
Q2 		$6.17M Buy
71,382
+40,855
+134% +$3.4M 0.01% 913
2021
Q1 		$2.46M Buy
30,527
+8,302
+37% +$697K ﹤0.01% 1387
2020
Q4 		$1.97M Buy
22,225
+12,512
+129% +$1.09M ﹤0.01% 1401
2020
Q3 		$850K Buy
9,713
+1,147
+13% +$99.8K ﹤0.01% 1746
2020
Q2 		$714K Sell
8,566
-454
-5% -$37.5K ﹤0.01% 1780
2020
Q1 		$702K Sell
9,020
-258
-3% -$19.6K ﹤0.01% 1642
2019
Q4 		$670K Sell
9,278
-480
-5% -$35K ﹤0.01% 2081
2019
Q3 		$718K Sell
9,758
-8,708
-47% -$630K ﹤0.01% 1965
2019
Q2 		$1.28M Buy
18,466
+9,029
+96% +$607K ﹤0.01% 1646
2019
Q1 		$629K Buy
9,437
+2,619
+38% +$167K ﹤0.01% 1934
2018
Q4 		$418K Sell
6,818
-102
-1% -$6.34K ﹤0.01% 2036
2018
Q3 		$443K Buy
6,920
+1,136
+20% +$75.6K ﹤0.01% 2152
2018
Q2 		$387K Sell
5,784
-83
-1% -$5.51K ﹤0.01% 2150
2018
Q1 		$392K Buy
5,867
+1,263
+27% +$84.1K ﹤0.01% 2108
2017
Q4 		$320K Buy
4,604
+1,196
+35% +$80.6K ﹤0.01% 2159
2017
Q3 		$227K Buy
+3,408
New +$226K ﹤0.01% 2301

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

Stifel Financial's LTPZ Position: Q2 2026 in Review

Stifel Financial increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 0.56% in Q2 2026, buying an estimated $1.79K and bringing the position to 6,316 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #3251.

Stifel Financial first reported a position in LTPZ in Q3 2017 and has held it in 25 quarters since. The position peaked at $6.17M in Q2 2021. 98 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • Stifel Financial held 6,316 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $320K as of Q2 2026.
  • Stifel Financial bought 35 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $1.79K.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3251 holding.
  • Stifel Financial first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2017 and has held it in 25 quarters since.
  • Stifel Financial's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $6.17M in Q2 2021.
  • 98 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.