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

Atria Wealth Solutions’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 Q2	–	Sell	-2,912	Closed	-$276K	–	2011
2024 Q1	$276K	Buy	2,912 +134	+5%	+$12.7K	﹤0.01%	1610
2023 Q4	$263K	Buy	+2,778	New	+$261K	﹤0.01%	1592
2023 Q3	–	Sell	-4,482	Closed	-$420K	–	1927
2023 Q2	$420K	Sell	4,482 -5,827	-57%	-$550K	0.01%	1242
2023 Q1	$978K	Sell	10,309 -35,161	-77%	-$3.32M	0.01%	806
2022 Q4	$4.29M	Buy	45,470 +13,208	+41%	+$1.24M	0.07%	281
2022 Q3	$3.06M	Buy	32,262 +4,660	+17%	+$446K	0.05%	339
2022 Q2	$2.65M	Buy	27,602 +13,502	+96%	+$1.31M	0.05%	369
2022 Q1	$1.38M	Buy	+14,100	New	+$1.4M	0.02%	606

Other funds holding LDUR

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 Charlotte, North Carolina $1.37T AUM 24.88% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OCFG

O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atria Wealth Solutions's LDUR Position: Q2 2024 in Review

Atria Wealth Solutions sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2024, closing a stake of 2,912 shares — an estimated $276K sold.

Atria Wealth Solutions first reported a position in LDUR in Q1 2022 and held it in 8 quarters. The position peaked at $4.29M in Q4 2022. 153 funds tracked by Wall St. Rank hold LDUR as of Q2 2024.

Atria Wealth Solutions reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
Atria Wealth Solutions sold 2,912 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2024, an estimated $276K.
Atria Wealth Solutions first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2022 and held it in 8 quarters.
Atria Wealth Solutions's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $4.29M in Q4 2022.
153 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.