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

Cetera 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
2024
Q1 		$1.12M Buy
11,833
+5,094
+76% +$483K 0.01% 1105
2023
Q4 		$639K Buy
6,739
+249
+4% +$23.4K 0.01% 988
2023
Q3 		$608K Sell
6,490
-188
-3% -$17.6K 0.01% 957
2023
Q2 		$626K Buy
6,678
+1,243
+23% +$117K 0.01% 937
2023
Q1 		$516K Sell
5,435
-283
-5% -$26.7K 0.01% 996
2022
Q4 		$539K Buy
5,718
+980
+21% +$92.1K 0.01% 937
2022
Q3 		$449K Sell
4,738
-142
-3% -$13.6K 0.01% 821
2022
Q2 		$469K Sell
4,880
-202
-4% -$19.6K 0.01% 874
2022
Q1 		$496K Sell
5,082
-345
-6% -$34.3K 0.01% 880
2021
Q4 		$546K Buy
5,427
+174
+3% +$17.6K 0.01% 855
2021
Q3 		$535K Sell
5,253
-268
-5% -$27.3K 0.01% 860
2021
Q2 		$562K Buy
5,521
+1,383
+33% +$141K 0.01% 772
2021
Q1 		$422K Buy
4,138
+566
+16% +$57.8K 0.01% 805
2020
Q4 		$365K Sell
3,572
-3,019
-46% -$308K 0.01% 758
2020
Q3 		$673K Buy
6,591
+240
+4% +$24.5K 0.03% 466
2020
Q2 		$647K Buy
6,351
+1,175
+23% +$118K 0.03% 469
2020
Q1 		$512K Buy
5,176
+347
+7% +$34.6K 0.03% 464
2019
Q4 		$485K Buy
4,829
+568
+13% +$56.8K 0.02% 571
2019
Q3 		$427K Buy
4,261
+634
+17% +$63.6K 0.02% 593
2019
Q2 		$364K Buy
3,627
+628
+21% +$62.7K 0.02% 647
2019
Q1 		$300K Buy
+2,999
New +$298K 0.01% 641

Other funds holding LDUR

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Advisors's LDUR Position: Q1 2024 in Review

Cetera Advisors increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 76% in Q1 2024, buying an estimated $483K and bringing the position to 11,833 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #1105.

Cetera Advisors first reported a position in LDUR in Q1 2019 and has held it in 21 quarters since. 158 funds tracked by Wall St. Rank hold LDUR as of Q1 2024.

  • Cetera Advisors held 11,833 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $1.12M as of Q1 2024.
  • Cetera Advisors bought 5,094 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2024, an estimated $483K.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1105 holding.
  • Cetera Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2019 and has held it in 21 quarters since.
  • 158 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2024.

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