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

Boulder 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
2022
Q4 		$9.95M Buy
+105,574
New +$9.92M 8.9% 6

Other funds holding LDUR

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Boulder Wealth Advisors's LDUR Position: Q4 2022 in Review

Boulder Wealth Advisors opened a new position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q4 2022: 105,574 shares worth $9.95M. The stake represents 8.9% of the portfolio and ranks #6 among its holdings.

162 funds tracked by Wall St. Rank hold LDUR as of Q4 2022.

  • Boulder Wealth Advisors held 105,574 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $9.95M as of Q4 2022.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund was a new Boulder Wealth Advisors position in Q4 2022.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 8.9% of Boulder Wealth Advisors's portfolio in Q4 2022, its #6 holding.
  • 162 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2022.

Based on Boulder Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.