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

Stratos Wealth Partners’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
2018 Q4	–	Sell	-120	Closed	-$8K	–	1779
2018 Q3	$8K	Buy	+120	New	+$7.98K	﹤0.01%	2275
2018 Q2	–	Sell	-115	Closed	-$8K	–	1896
2018 Q1	$8K	Buy	115 +45	+64%	+$3K	﹤0.01%	2417
2017 Q4	$5K	Buy	+70	New	+$4.72K	﹤0.01%	2394

Other funds holding LTPZ

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Stratos Wealth Partners's LTPZ Position: Q4 2018 in Review

Stratos Wealth Partners sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2018, closing a stake of 120 shares — an estimated $8K sold.

Stratos Wealth Partners first reported a position in LTPZ in Q4 2017 and held it in 3 quarters. The position peaked at $8K in Q3 2018. 51 funds tracked by Wall St. Rank hold LTPZ as of Q4 2018.

Stratos Wealth Partners reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 120 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2018, an estimated $8K.
Stratos Wealth Partners first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2017 and held it in 3 quarters.
Stratos Wealth Partners's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $8K in Q3 2018.
51 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.