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

EPG 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
2022 Q4	–	Sell	-334	Closed	-$32K	–	389
2022 Q3	$32K	Buy	+334	New	+$31.9K	0.01%	284
2022 Q2	–	Sell	-331	Closed	-$32K	–	323
2022 Q1	$32K	Buy	331 +1	+0.3%	+$99	0.01%	314
2021 Q4	$33K	Buy	330 +1	+0.3%	+$101	0.01%	310
2021 Q3	$34K	Buy	+329	New	+$33.5K	0.01%	290
2020 Q2	–	Sell	-350	Closed	-$35K	–	493
2020 Q1	$35K	Buy	+350	New	+$34.9K	0.03%	328

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

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

EPG Wealth Management's LDUR Position: Q4 2022 in Review

EPG Wealth Management sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q4 2022, closing a stake of 334 shares — an estimated $32K sold.

EPG Wealth Management first reported a position in LDUR in Q1 2020 and held it in 5 quarters. The position peaked at $35K in Q1 2020. 162 funds tracked by Wall St. Rank hold LDUR as of Q4 2022.

EPG Wealth Management reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
EPG Wealth Management sold 334 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2022, an estimated $32K.
EPG Wealth Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2020 and held it in 5 quarters.
EPG Wealth Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $35K in Q1 2020.
162 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2022.

Based on EPG Wealth Management's 13F filing for Q4 2022, filed 15 Feb 2023.