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

BlackDiamond 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 Q2	–	Sell	-3,793	Closed	-$370K	–	125
2022 Q1	$370K	Buy	3,793 +71	+2%	+$7.05K	0.44%	68
2021 Q4	$374K	Buy	+3,722	New	+$377K	0.43%	77

Other funds holding LDUR

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

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

BlackDiamond Wealth Management's LDUR Position: Q2 2022 in Review

BlackDiamond Wealth Management sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2022, closing a stake of 3,793 shares — an estimated $370K sold.

BlackDiamond Wealth Management first reported a position in LDUR in Q4 2021 and held it in 2 quarters. The position peaked at $374K in Q4 2021. 156 funds tracked by Wall St. Rank hold LDUR as of Q2 2022.

BlackDiamond Wealth Management reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
BlackDiamond Wealth Management sold 3,793 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2022, an estimated $370K.
BlackDiamond Wealth Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2021 and held it in 2 quarters.
BlackDiamond Wealth Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $374K in Q4 2021.
156 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2022.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.