Columbus Macro’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Columbus Macro’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
2023 Q1	–	Sell	-10,321	Closed	-$973K	–	176
2022 Q4	$973K	Sell	10,321 -7,457	-42%	-$701K	0.37%	86
2022 Q3	$1.68M	Buy	17,778 +290	+2%	+$27.7K	0.69%	47
2022 Q2	$1.68M	Sell	17,488 -3,666	-17%	-$355K	0.64%	53
2022 Q1	$2.06M	Buy	21,154 +284	+1%	+$28.2K	0.7%	43
2021 Q4	$2.1M	Sell	20,870 -3,129	-13%	-$317K	0.71%	40
2021 Q3	$2.44M	Buy	23,999 +261	+1%	+$26.6K	0.81%	35
2021 Q2	$2.41M	Sell	23,738 -313	-1%	-$31.9K	0.75%	37
2021 Q1	$2.45M	Buy	24,051 +1,571	+7%	+$160K	0.76%	34
2020 Q4	$2.29M	Sell	22,480 -334	-1%	-$34.1K	0.7%	40
2020 Q3	$2.33M	Sell	22,814 -864	-4%	-$88.1K	0.71%	42
2020 Q2	$2.41M	Buy	23,678 +6,918	+41%	+$693K	0.66%	50
2020 Q1	$1.66M	Buy	16,760 +1,113	+7%	+$111K	0.48%	58
2019 Q4	$1.56M	Buy	+15,647	New	+$1.56M	0.35%	68

Other funds holding LDUR

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 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

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 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

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

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

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

Columbus Macro's LDUR Position: Q1 2023 in Review

Columbus Macro sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2023, closing a stake of 10,321 shares — an estimated $973K sold.

Columbus Macro first reported a position in LDUR in Q4 2019 and held it in 13 quarters. The position peaked at $2.45M in Q1 2021. 160 funds tracked by Wall St. Rank hold LDUR as of Q1 2023.

Columbus Macro reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
Columbus Macro sold 10,321 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2023, an estimated $973K.
Columbus Macro first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2019 and held it in 13 quarters.
Columbus Macro's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $2.45M in Q1 2021.
160 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2023.

Based on Columbus Macro's 13F filing for Q1 2023, filed 27 Apr 2023.