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Belpointe Asset Management’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Belpointe Asset 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
2026
Q1 		$1.15M Buy
+12,030
New +$1.15M 0.04% 404
2023
Q2 		– Sell
-783
Closed -$74.3K – 2122
2023
Q1 		$74.3K Sell
783
-120
-13% -$11.3K ﹤0.01% 1480
2022
Q4 		$85.1K Sell
903
-2,036
-69% -$191K 0.01% 1332
2022
Q3 		$278K Sell
2,939
-2,696
-48% -$258K 0.02% 711
2022
Q2 		$541K Buy
5,635
+2,443
+77% +$237K 0.04% 454
2022
Q1 		$311K Buy
3,192
+79
+3% +$7.85K 0.02% 713
2021
Q4 		$313K Buy
+3,113
New +$315K 0.02% 688
2019
Q3 		– Sell
-1,663
Closed -$167K – 699
2019
Q2 		$167K Buy
+1,663
New +$166K 0.03% 459

Other funds holding LDUR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return