UAG
LTPZ icon

United Advisor Group’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

United Advisor 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
Q1 		$255K Hold
5,000
– – 0.03% 434
2025
Q4 		$259K Hold
5,000
– – 0.03% 408
2025
Q3 		$266K Buy
+5,000
New +$261K 0.04% 388
2025
Q1 		– Sell
-5,000
Closed -$260K – 372
2024
Q4 		$260K Buy
+5,000
New +$274K 0.05% 314

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

United Advisor Group's LTPZ Position: Q1 2026 in Review

United Advisor Group held its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) position steady in Q1 2026 at 5,000 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #434.

United Advisor Group first reported a position in LTPZ in Q4 2024 and has held it in 4 quarters since. The position peaked at $266K in Q3 2025. 83 funds tracked by Wall St. Rank hold LTPZ as of Q1 2026.

  • United Advisor Group held 5,000 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $255K as of Q1 2026.
  • United Advisor Group left its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund share count unchanged in Q1 2026.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #434 holding.
  • United Advisor Group first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2024 and has held it in 4 quarters since.
  • United Advisor Group's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $266K in Q3 2025.
  • 83 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.