Ahrens Investment Partners’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Ahrens Investment Partners’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
2022 Q3	–	Sell	-150	Closed	-$14K	–	581
2022 Q2	$14K	Hold	150	–	–	0.01%	577
2022 Q1	$15K	Hold	150	–	–	﹤0.01%	635
2021 Q4	$15K	Sell	150 -3,600	-96%	-$364K	0.01%	643
2021 Q3	$382K	Sell	3,750 -1,600	-30%	-$163K	0.18%	126
2021 Q2	$544K	Sell	5,350 -4,100	-43%	-$418K	0.25%	107
2021 Q1	$964K	Sell	9,450 -8,000	-46%	-$817K	0.49%	58
2020 Q4	$1.78M	Buy	17,450 +3,075	+21%	+$314K	0.95%	28
2020 Q3	$1.47M	Buy	+14,375	New	+$1.47M	0.98%	27

Other funds holding LDUR

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

Ahrens Investment Partners's LDUR Position: Q3 2022 in Review

Ahrens Investment Partners sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q3 2022, closing a stake of 150 shares — an estimated $14K sold.

Ahrens Investment Partners first reported a position in LDUR in Q3 2020 and held it in 8 quarters. The position peaked at $1.78M in Q4 2020. 160 funds tracked by Wall St. Rank hold LDUR as of Q3 2022.

Ahrens Investment Partners reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
Ahrens Investment Partners sold 150 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2022, an estimated $14K.
Ahrens Investment Partners first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2020 and held it in 8 quarters.
Ahrens Investment Partners's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $1.78M in Q4 2020.
160 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2022.

Based on Ahrens Investment Partners's 13F filing for Q3 2022, filed 8 Nov 2022.