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

B. Riley 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
2023 Q1	–	Sell	-2,509	Closed	-$237K	–	1579
2022 Q4	$237K	Buy	+2,509	New	+$236K	0.01%	1163
2020 Q1	–	Sell	-21,548	Closed	-$2.15M	–	852
2019 Q4	$2.15M	Buy	21,548 +1,369	+7%	+$137K	0.18%	126
2019 Q3	$2.02M	Buy	20,179 +2,157	+12%	+$216K	0.2%	113
2019 Q2	$1.81M	Buy	18,022 +940	+6%	+$93.8K	0.2%	104
2019 Q1	$1.7M	Buy	17,082 +5,736	+51%	+$569K	0.21%	101
2018 Q4	$1.12M	Buy	+11,346	New	+$1.13M	0.16%	140

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 $2.07B AUM 19% 1-Year Est. Return

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

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

EGWAG

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

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

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

TCM

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

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

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

B. Riley Wealth Advisors's LDUR Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2023, closing a stake of 2,509 shares — an estimated $237K sold.

B. Riley Wealth Advisors first reported a position in LDUR in Q4 2018 and held it in 6 quarters. The position peaked at $2.15M in Q4 2019. 160 funds tracked by Wall St. Rank hold LDUR as of Q1 2023.

B. Riley Wealth Advisors reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 2,509 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2023, an estimated $237K.
B. Riley Wealth Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2018 and held it in 6 quarters.
B. Riley Wealth Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $2.15M in Q4 2019.
160 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.