Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
81.8K+ 62.92% |
$4.32M - $4.48M
|
212K
$11.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Sjbenen Advisory, LLC
Chapel Hill, NC |
BUY
|
- |
79.7KNew |
$4.21M - $4.37M
|
79.7K
$4.22M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.69K+ 6.08% |
$406K - $422K
|
134K
$7.11M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.53KNew |
$397K - $413K
|
7.53K
$398K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.1K+ 6.86% |
$163K - $170K
|
48.2K
$2.55M
|
|
|
Jan 22, 2026
Q4 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
1.27K+ 0.66% |
$66.8K - $69.4K
|
192K
$10.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
910+ 23.95% |
$48K - $49.9K
|
4.71K
$249K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
834+ 7.11% |
$44K - $45.7K
|
12.6K
$665K
|
|
|
Jan 23, 2026
Q4 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
563New |
$29.7K - $30.9K
|
563
$29.8K
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-374- 7.12% |
$19.7K - $20.5K
|
4.88K
$258K
|
|
|
Jan 16, 2026
Q4 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-442- 4.6% |
$23.3K - $24.2K
|
9.17K
$485K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-758- 11.0% |
$40K - $41.6K
|
6.13K
$325K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-14.7K- 8.48% |
$776K - $806K
|
159K
$8.4M
|
|