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Advisory Alpha’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Advisory Alpha’s Portfolio LDUR Stock Details LDUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,231
Closed -$211K – 432
2024
Q2 		$211K Sell
2,231
-30
-1% -$2.83K 0.01% 370
2024
Q1 		$215K Sell
2,261
-54
-2% -$5.12K 0.01% 365
2023
Q4 		$219K Sell
2,315
-113
-5% -$10.6K 0.01% 319
2023
Q3 		$228K Sell
2,428
-45
-2% -$4.22K 0.01% 272
2023
Q2 		$232K Sell
2,473
-1,714
-41% -$162K 0.01% 289
2023
Q1 		$397K Sell
4,187
-800
-16% -$75.6K 0.03% 203
2022
Q4 		$470K Sell
4,987
-1,216
-20% -$114K 0.03% 168
2022
Q3 		$588K Sell
6,203
-468
-7% -$44.7K 0.04% 142
2022
Q2 		$641K Buy
6,671
+504
+8% +$48.8K 0.05% 130
2022
Q1 		$602K Sell
6,167
-26,518
-81% -$2.63M 0.04% 159
2021
Q4 		$3.29M Buy
32,685
+20,268
+163% +$2.05M 0.19% 60
2021
Q3 		$1.26M Buy
+12,417
New +$1.26M 0.09% 101

Other funds holding LDUR

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Advisory Alpha's LDUR Position: Q3 2024 in Review

Advisory Alpha sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q3 2024, closing a stake of 2,231 shares — an estimated $211K sold.

Advisory Alpha first reported a position in LDUR in Q3 2021 and held it in 12 quarters. The position peaked at $3.29M in Q4 2021. 149 funds tracked by Wall St. Rank hold LDUR as of Q3 2024.

  • Advisory Alpha reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
  • Advisory Alpha sold 2,231 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2024, an estimated $211K.
  • Advisory Alpha first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2021 and held it in 12 quarters.
  • Advisory Alpha's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $3.29M in Q4 2021.
  • 149 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2024.

Based on Advisory Alpha's 13F filing for Q3 2024, filed 12 Nov 2024.