Purchases and Sales Made in Q3 2025 in Pimco ETF Tr 15+ Yr Us Tips In (LTPZ)
This table provides information about the institutional ownership of Pimco ETF Tr 15+ Yr Us Tips In (LTPZ) during Q3 2025. The information is specifically focused on institutions that hold shares of PIMCO ETF TR 15+ YR US TIPS IN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
175KNew |
$8.9M - $9.41M
|
175K
$9.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
116K+ 20.97% |
$5.92M - $6.26M
|
671K
$35.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
65.2K+ 100.63% |
$3.32M - $3.51M
|
130K
$6.91M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
45.1KNew |
$2.3M - $2.43M
|
45.1K
$2.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.6K+ 68.25% |
$644K - $681K
|
31.2K
$1.66M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
11.5K+ 7.1% |
$586K - $619K
|
173K
$9.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.87KNew |
$503K - $531K
|
9.87K
$525K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
7.64K+ 7.36% |
$389K - $412K
|
112K
$5.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
7.28KNew |
$371K - $392K
|
7.28K
$387K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
7.14KNew |
$364K - $385K
|
7.14K
$380K
|
|
|
Oct 20, 2025
Q3 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
5.28K+ 2.84% |
$269K - $284K
|
191K
$10.1M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5KNew |
$255K - $269K
|
5K
$266K
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
4.88KNew |
$249K - $263K
|
4.88K
$259K
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.8KNew |
$194K - $205K
|
3.8K
$202K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.77KNew |
$192K - $203K
|
3.77K
$200K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.07K+ 1.16% |
$156K - $165K
|
267K
$14.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.16K+ 13.72% |
$58.8K - $62.2K
|
9.57K
$509K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.07K+ 93.18% |
$54.3K - $57.4K
|
2.21K
$117K
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
653+ 3.04% |
$33.3K - $35.2K
|
22.1K
$1.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
501New |
$25.5K - $27K
|
501
$26.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
49New |
$2.5K - $2.64K
|
49
$2.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10New |
$509 - $539
|
10
$532
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
10+ 1.88% |
$509 - $539
|
541
$28.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
4+ 0.08% |
$204 - $215
|
5.25K
$279K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 1.6% |
$153 - $162
|
190
$10.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 1.08% |
$50.9 - $53.9
|
94
$5K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.2% |
$50.9 - $53.9
|
501
$26.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Gen Trust, LLC
|
SELL
|
- |
-2- 0.02% |
$102 - $108
|
8.23K
$438K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-219- 1.83% |
$11.2K - $11.8K
|
11.7K
$623K
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-506- 1.06% |
$25.8K - $27.2K
|
47.2K
$2.51M
|
|
|
Oct 30, 2025
Q3 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-636- 6.21% |
$32.4K - $34.2K
|
9.61K
$511K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.44K- 3.53% |
$124K - $132K
|
66.7K
$3.55M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.5K- 11.68% |
$127K - $135K
|
18.9K
$1M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.88K- 3.72% |
$249K - $263K
|
127K
$6.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.99K- 14.07% |
$305K - $323K
|
36.6K
$1.94M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6.84K- 83.04% |
$349K - $368K
|
1.4K
$74.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.2K- 34.28% |
$774K - $818K
|
29.1K
$1.55M
|