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

Curi Wealth Management’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 Q3	–	Sell	-3,336	Closed	-$313K	–	167
2023 Q2	$313K	Buy	3,336 +540	+19%	+$51K	0.04%	124
2023 Q1	$265K	Sell	2,796 -286	-9%	-$27K	0.04%	136
2022 Q4	$291K	Sell	3,082 -270	-8%	-$25.4K	0.04%	150
2022 Q3	$317K	Buy	3,352 +584	+21%	+$55.8K	0.05%	131
2022 Q2	$266K	Buy	+2,768	New	+$268K	0.05%	96

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

EGWAG

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TCM

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

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

AWMS

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

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

TFA

Tobias Financial Advisors Plantation, Florida $787M AUM 18.52% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Curi Wealth Management's LDUR Position: Q3 2023 in Review

Curi Wealth Management sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q3 2023, closing a stake of 3,336 shares — an estimated $313K sold.

Curi Wealth Management first reported a position in LDUR in Q2 2022 and held it in 5 quarters. The position peaked at $317K in Q3 2022. 152 funds tracked by Wall St. Rank hold LDUR as of Q3 2023.

Curi Wealth Management reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q3 2023 after selling out during the quarter.
Curi Wealth Management sold 3,336 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2023, an estimated $313K.
Curi Wealth Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2022 and held it in 5 quarters.
Curi Wealth Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $317K in Q3 2022.
152 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2023.

Based on Curi Wealth Management's 13F filing for Q3 2023, filed 6 Nov 2023.