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ARS Wealth Advisors Group’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

ARS Wealth Advisors Group’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
Q1 		– Sell
-6,253
Closed -$629K – 136
2021
Q4 		$629K Hold
6,253
– – 0.11% 78
2021
Q3 		$637K Buy
+6,253
New +$636K 0.12% 71

Other funds holding LDUR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
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
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

ARS Wealth Advisors Group's LDUR Position: Q1 2022 in Review

ARS Wealth Advisors Group sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2022, closing a stake of 6,253 shares — an estimated $629K sold.

ARS Wealth Advisors Group first reported a position in LDUR in Q3 2021 and held it in 2 quarters. The position peaked at $637K in Q3 2021. 143 funds tracked by Wall St. Rank hold LDUR as of Q1 2022.

  • ARS Wealth Advisors Group reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
  • ARS Wealth Advisors Group sold 6,253 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2022, an estimated $629K.
  • ARS Wealth Advisors Group first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2021 and held it in 2 quarters.
  • ARS Wealth Advisors Group's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $637K in Q3 2021.
  • 143 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2022.

Based on ARS Wealth Advisors Group's 13F filing for Q1 2022, filed 12 May 2022.