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

Founders Financial Alliance’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
2021
Q4 		– Sell
-2,600
Closed -$265K – 486
2021
Q3 		$265K Sell
2,600
-1,400
-35% -$142K 0.12% 175
2021
Q2 		$407K Buy
+4,000
New +$407K 0.19% 127

Other funds holding LDUR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Founders Financial Alliance's LDUR Position: Q4 2021 in Review

Founders Financial Alliance sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q4 2021, closing a stake of 2,600 shares — an estimated $265K sold.

Founders Financial Alliance first reported a position in LDUR in Q2 2021 and held it in 2 quarters. The position peaked at $407K in Q2 2021. 144 funds tracked by Wall St. Rank hold LDUR as of Q4 2021.

  • Founders Financial Alliance reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q4 2021 after selling out during the quarter.
  • Founders Financial Alliance sold 2,600 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2021, an estimated $265K.
  • Founders Financial Alliance first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2021 and held it in 2 quarters.
  • Founders Financial Alliance's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $407K in Q2 2021.
  • 144 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2021.

Based on Founders Financial Alliance's 13F filing for Q4 2021, filed 14 Feb 2022.