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Winter & Associates’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Winter & Associates’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 		– Sell
-10,878
Closed -$562K – 97
2026
Q1 		$562K Sell
10,878
-660
-6% -$34.4K 0.49% 39
2025
Q4 		$597K Buy
+11,538
New +$613K 0.55% 41

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

Winter & Associates's LTPZ Position: Q2 2026 in Review

Winter & Associates sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q2 2026, closing a stake of 10,878 shares — an estimated $562K sold.

Winter & Associates first reported a position in LTPZ in Q4 2025 and held it in 2 quarters. The position peaked at $597K in Q4 2025. 98 funds tracked by Wall St. Rank hold LTPZ as of Q2 2026.

  • Winter & Associates reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • Winter & Associates sold 10,878 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2026, an estimated $562K.
  • Winter & Associates first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2025 and held it in 2 quarters.
  • Winter & Associates's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $597K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.