Trivant Custom Portfolio Group
LTPZ icon

Trivant Custom Portfolio Group’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Trivant Custom Portfolio Group’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
Q3 		$804K Buy
+17,826
New +$855K 0.42% 66

Other funds holding LTPZ

Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Tortoise Investment Management
Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Quadrature Capital
Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Avos Capital Management
Avos Capital Management Seattle, Washington $255M AUM 7.58% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Trivant Custom Portfolio Group's LTPZ Position: Q3 2026 in Review

Trivant Custom Portfolio Group opened a new position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q3 2026: 17,826 shares worth $804K. The stake represents 0.42% of the portfolio and ranks #66 among its holdings.

95 funds tracked by Wall St. Rank hold LTPZ as of Q3 2026.

  • Trivant Custom Portfolio Group held 17,826 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $804K as of Q3 2026.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund was a new Trivant Custom Portfolio Group position in Q3 2026.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.42% of Trivant Custom Portfolio Group's portfolio in Q3 2026, its #66 holding.
  • 95 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q3 2026, filed 12 Nov 2026.