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

Geller Advisors’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
Q4 		$801K Buy
8,403
+695
+9% +$66.2K 0.05% 81
2024
Q3 		$740K Sell
7,708
-63
-0.8% -$6.01K 0.05% 97
2024
Q2 		$736K Buy
7,771
+671
+9% +$63.3K 0.05% 103
2024
Q1 		$674K Buy
7,100
+412
+6% +$39.1K 0.05% 105
2023
Q4 		$636K Buy
6,688
+102
+2% +$9.58K 0.06% 99
2023
Q3 		$617K Buy
+6,586
New +$617K 0.07% 89

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geller Advisors's LDUR Position: Q4 2024 in Review

Geller Advisors increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 9% in Q4 2024, buying an estimated $66.2K and bringing the position to 8,403 shares worth $801K. The position accounts for 0.05% of the portfolio, ranked #81.

Geller Advisors first reported a position in LDUR in Q3 2023 and has held it in 6 quarters since. 158 funds tracked by Wall St. Rank hold LDUR as of Q4 2024.

  • Geller Advisors held 8,403 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $801K as of Q4 2024.
  • Geller Advisors bought 695 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2024, an estimated $66.2K.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.05% of Geller Advisors's portfolio in Q4 2024, its #81 holding.
  • Geller Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2023 and has held it in 6 quarters since.
  • 158 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.