Carr Financial Group’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Carr Financial Group’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 Q3	–	Sell	-2,145	Closed	-$203K	–	200
2024 Q2	$203K	Sell	2,145 -565	-21%	-$53.3K	0.06%	183
2024 Q1	$257K	Sell	2,710 -798	-23%	-$75.7K	0.09%	163
2023 Q4	$332K	Sell	3,508 -31	-0.9%	-$2.91K	0.12%	121
2023 Q3	$332K	Sell	3,539 -1,704	-33%	-$160K	0.13%	114
2023 Q2	$491K	Sell	5,243 -1,678	-24%	-$158K	0.2%	91
2023 Q1	$657K	Sell	6,921 -12,335	-64%	-$1.17M	0.29%	69
2022 Q4	$1.82M	Buy	+19,256	New	+$1.81M	0.96%	24

Other funds holding LDUR

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OCFG

O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Carr Financial Group's LDUR Position: Q3 2024 in Review

Carr Financial Group sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q3 2024, closing a stake of 2,145 shares — an estimated $203K sold.

Carr Financial Group first reported a position in LDUR in Q4 2022 and held it in 7 quarters. The position peaked at $1.82M in Q4 2022. 149 funds tracked by Wall St. Rank hold LDUR as of Q3 2024.

Carr Financial Group reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
Carr Financial Group sold 2,145 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2024, an estimated $203K.
Carr Financial Group first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2022 and held it in 7 quarters.
Carr Financial Group's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $1.82M in Q4 2022.
149 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2024.

Based on Carr Financial Group's 13F filing for Q3 2024, filed 1 Nov 2024.