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American Portfolios Advisors’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

American Portfolios Advisors’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 		$243K Sell
2,568
-85
-3% -$8.13K 0.01% 946
2022
Q2 		$255K Buy
2,653
+51
+2% +$4.94K 0.01% 938
2022
Q1 		$254K Sell
2,602
-73
-3% -$7.25K 0.01% 1049
2021
Q4 		$269K Buy
2,675
+1,726
+182% +$175K 0.01% 1003
2021
Q3 		$96.6K Buy
+949
New +$96.5K ﹤0.01% 1472
2020
Q4 		– Sell
-774
Closed -$79.1K – 3052
2020
Q3 		$79.1K Hold
774
– – ﹤0.01% 1156
2020
Q2 		$78.9K Buy
+774
New +$77.6K 0.01% 1086

Other funds holding LDUR

Carson Wealth (CWM LLC)
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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Envestnet Asset Management
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

American Portfolios Advisors's LDUR Position: Q3 2022 in Review

American Portfolios Advisors reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 3.2% in Q3 2022, selling an estimated $8.13K and leaving 2,568 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #946.

American Portfolios Advisors first reported a position in LDUR in Q2 2020 and has held it in 7 quarters since. The position peaked at $269K in Q4 2021. 160 funds tracked by Wall St. Rank hold LDUR as of Q3 2022.

  • American Portfolios Advisors held 2,568 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $243K as of Q3 2022.
  • American Portfolios Advisors sold 85 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2022, an estimated $8.13K.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #946 holding.
  • American Portfolios Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2020 and has held it in 7 quarters since.
  • American Portfolios Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $269K in Q4 2021.
  • 160 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.