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

Beacon Pointe 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
2024
Q2 		– Sell
-2,606
Closed -$247K – 1341
2024
Q1 		$247K Buy
+2,606
New +$247K ﹤0.01% 1173
2022
Q2 		– Sell
-3,317
Closed -$324K – 1157
2022
Q1 		$324K Buy
+3,317
New +$330K ﹤0.01% 956

Other funds holding LDUR

Carson Wealth (CWM LLC)
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beacon Pointe Advisors's LDUR Position: Q2 2024 in Review

Beacon Pointe Advisors sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2024, closing a stake of 2,606 shares — an estimated $247K sold.

Beacon Pointe Advisors first reported a position in LDUR in Q1 2022 and held it in 2 quarters. The position peaked at $324K in Q1 2022. 153 funds tracked by Wall St. Rank hold LDUR as of Q2 2024.

  • Beacon Pointe Advisors reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 2,606 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2024, an estimated $247K.
  • Beacon Pointe Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2022 and held it in 2 quarters.
  • Beacon Pointe Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $324K in Q1 2022.
  • 153 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2024.

Based on Beacon Pointe Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.