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

First Capital Advisors Group’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	-38	Closed	-$4K	–	241
2022 Q3	$4K	Buy	+38	New	+$3.63K	﹤0.01%	194
2018 Q4	$2.97M	Sell	30,055 -5,830	-16%	-$579K	2.22%	12
2018 Q3	$3.58M	Buy	35,885 +10,918	+44%	+$1.09M	2.19%	14
2018 Q2	$2.49M	Buy	+24,967	New	+$2.49M	1.65%	17

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

First Capital Advisors Group's LDUR Position: Q4 2022 in Review

First Capital Advisors Group sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q4 2022, closing a stake of 38 shares — an estimated $4K sold.

First Capital Advisors Group first reported a position in LDUR in Q2 2018 and held it in 4 quarters. The position peaked at $3.58M in Q3 2018. 162 funds tracked by Wall St. Rank hold LDUR as of Q4 2022.

First Capital Advisors Group reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
First Capital Advisors Group sold 38 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2022, an estimated $4K.
First Capital Advisors Group first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2018 and held it in 4 quarters.
First Capital Advisors Group's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $3.58M in Q3 2018.
162 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2022.

Based on First Capital Advisors Group's 13F filing for Q4 2022, filed 14 Feb 2023.