Cetera Advisor Networks’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Cetera Advisor Networks’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 Q1	$422K	Buy	4,449 +295	+7%	+$28K	﹤0.01%	2039
2023 Q4	$394K	Sell	4,154 -57	-1%	-$5.36K	﹤0.01%	2058
2023 Q3	$395K	Sell	4,211 -617	-13%	-$57.8K	﹤0.01%	1945
2023 Q2	$453K	Buy	4,828 +1,291	+36%	+$122K	﹤0.01%	1782
2023 Q1	$336K	Sell	3,537 -2,647	-43%	-$250K	﹤0.01%	1979
2022 Q4	$583K	Buy	6,184 +2,509	+68%	+$236K	﹤0.01%	1534
2022 Q3	$348K	Sell	3,675 -3,305	-47%	-$316K	﹤0.01%	1513
2022 Q2	$670K	Buy	6,980 +231	+3%	+$22.4K	0.01%	1091
2022 Q1	$658K	Sell	6,749 -846	-11%	-$84.1K	0.01%	1131
2021 Q4	$764K	Buy	7,595 +5,312	+233%	+$537K	0.01%	1024
2021 Q3	$232K	Buy	+2,283	New	+$232K	﹤0.01%	1704
2020 Q3	–	Sell	-121	Closed	-$12K	–	2223
2020 Q2	$12K	Buy	+121	New	+$12.1K	﹤0.01%	2640

Other funds holding LDUR

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Advisor Networks's LDUR Position: Q1 2024 in Review

Cetera Advisor Networks increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 7.1% in Q1 2024, buying an estimated $28K and bringing the position to 4,449 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #2039.

Cetera Advisor Networks first reported a position in LDUR in Q2 2020 and has held it in 12 quarters since. The position peaked at $764K in Q4 2021. 158 funds tracked by Wall St. Rank hold LDUR as of Q1 2024.

Cetera Advisor Networks held 4,449 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $422K as of Q1 2024.
Cetera Advisor Networks bought 295 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2024, an estimated $28K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2039 holding.
Cetera Advisor Networks first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2020 and has held it in 12 quarters since.
Cetera Advisor Networks's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $764K in Q4 2021.
158 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.