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

B. Riley Wealth Management’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	-2,181	Closed	-$219K	–	662
2021 Q4	$219K	Buy	+2,181	New	+$221K	0.02%	555
2021 Q1	–	Sell	-91,326	Closed	-$9.32M	–	459
2020 Q4	$9.32M	Sell	91,326 -5,291	-5%	-$540K	1.2%	17
2020 Q3	$9.86M	Sell	96,617 -1,216	-1%	-$124K	1.16%	19
2020 Q2	$9.96M	Buy	97,833 +73,555	+303%	+$7.37M	1.09%	18
2020 Q1	$2.4M	Buy	24,278 +421	+2%	+$42K	0.25%	96
2019 Q4	$2.38M	Sell	23,857 -158	-0.7%	-$15.8K	0.36%	64
2019 Q3	$2.41M	Buy	24,015 +1,090	+5%	+$109K	0.42%	57
2019 Q2	$2.3K	Sell	22,925 -1,070	-4%	-$107K	0.35%	59
2019 Q1	$2.39M	Sell	23,995 -1,237	-5%	-$123K	0.42%	56
2018 Q4	$2.49M	Buy	+25,232	New	+$2.51M	0.52%	45

Other funds holding LDUR

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

B. Riley Wealth Management's LDUR Position: Q1 2022 in Review

B. Riley Wealth Management sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2022, closing a stake of 2,181 shares — an estimated $219K sold.

B. Riley Wealth Management first reported a position in LDUR in Q4 2018 and held it in 10 quarters. The position peaked at $9.96M in Q2 2020. 143 funds tracked by Wall St. Rank hold LDUR as of Q1 2022.

B. Riley Wealth Management reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
B. Riley Wealth Management sold 2,181 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2022, an estimated $219K.
B. Riley Wealth Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2018 and held it in 10 quarters.
B. Riley Wealth Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $9.96M in Q2 2020.
143 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2022.

Based on B. Riley Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.