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

ARS Wealth 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
2021
Q2 		$636K Buy
+6,253
New +$637K 0.11% 73

Other funds holding LDUR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ARS Wealth Advisors's LDUR Position: Q2 2021 in Review

ARS Wealth Advisors opened a new position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2021: 6,253 shares worth $636K. The stake represents 0.11% of the portfolio and ranks #73 among its holdings.

123 funds tracked by Wall St. Rank hold LDUR as of Q2 2021.

  • ARS Wealth Advisors held 6,253 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $636K as of Q2 2021.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund was a new ARS Wealth Advisors position in Q2 2021.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.11% of ARS Wealth Advisors's portfolio in Q2 2021, its #73 holding.
  • 123 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.