EFS
LDUR icon

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

Econ Financial Services’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
-6,629
Closed -$628K – 89
2024
Q2 		$628K Buy
6,629
+185
+3% +$17.5K 0.39% 80
2024
Q1 		$611K Buy
+6,444
New +$611K 0.38% 72

Other funds holding LDUR

Carson Wealth (CWM LLC)
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
UBS Group
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

Econ Financial Services's LDUR Position: Q3 2024 in Review

Econ Financial Services sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q3 2024, closing a stake of 6,629 shares — an estimated $628K sold.

Econ Financial Services first reported a position in LDUR in Q1 2024 and held it in 2 quarters. The position peaked at $628K in Q2 2024. 149 funds tracked by Wall St. Rank hold LDUR as of Q3 2024.

  • Econ Financial Services reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
  • Econ Financial Services sold 6,629 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2024, an estimated $628K.
  • Econ Financial Services first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2024 and held it in 2 quarters.
  • Econ Financial Services's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $628K in Q2 2024.
  • 149 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2024.

Based on Econ Financial Services's 13F filing for Q3 2024, filed 18 Oct 2024.