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

Glen Eagle 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	–	Sell	-8	Closed	-$768	–	1139
2024 Q3	$768	Hold	8	–	–	﹤0.01%	1032
2024 Q2	$757	Hold	8	–	–	﹤0.01%	1035
2024 Q1	$759	Hold	8	–	–	﹤0.01%	1007
2023 Q4	$758	Hold	8	–	–	﹤0.01%	950
2023 Q3	$750	Hold	8	–	–	﹤0.01%	950
2023 Q2	$750	Hold	8	–	–	﹤0.01%	979
2023 Q1	$759	Hold	8	–	–	﹤0.01%	972
2022 Q4	$754	Hold	8	–	–	﹤0.01%	1043
2022 Q3	$758	Hold	8	–	–	﹤0.01%	996
2022 Q2	$768	Hold	8	–	–	﹤0.01%	918
2022 Q1	$780	Hold	8	–	–	﹤0.01%	882
2021 Q4	$805	Hold	8	–	–	﹤0.01%	870
2021 Q3	$815	Hold	8	–	–	﹤0.01%	992
2021 Q2	$814	Hold	8	–	–	﹤0.01%	975
2021 Q1	$816	Sell	8 -5	-38%	-$510	﹤0.01%	949
2020 Q4	$1.33K	Hold	13	–	–	﹤0.01%	891
2020 Q3	$1.33K	Hold	13	–	–	﹤0.01%	826
2020 Q2	$1.32K	Sell	13 -81	-86%	-$8.12K	﹤0.01%	792
2020 Q1	$9.31K	Hold	94	–	–	0.01%	523
2019 Q4	$9.38K	Hold	94	–	–	0.01%	601
2019 Q3	$9.43K	Hold	94	–	–	0.01%	517
2019 Q2	$9.42K	Buy	94 +6	+7%	+$599	0.01%	508
2019 Q1	$8.78K	Buy	88 +83	+1,660%	+$8.24K	0.01%	503
2018 Q4	$494	Hold	5	–	–	﹤0.01%	703
2018 Q3	$498	Hold	5	–	–	﹤0.01%	695
2018 Q2	$499	Hold	5	–	–	﹤0.01%	675
2018 Q1	$500	Hold	5	–	–	﹤0.01%	666
2017 Q4	$502	Hold	5	–	–	﹤0.01%	624
2017 Q3	$506	Buy	+5	New	+$505	﹤0.01%	626

Other funds holding LDUR

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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Glen Eagle Advisors's LDUR Position: Q4 2024 in Review

Glen Eagle Advisors sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q4 2024, closing a stake of 8 shares — an estimated $768 sold.

Glen Eagle Advisors first reported a position in LDUR in Q3 2017 and held it in 29 quarters. The position peaked at $9.43K in Q3 2019. 158 funds tracked by Wall St. Rank hold LDUR as of Q4 2024.

Glen Eagle Advisors reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
Glen Eagle Advisors sold 8 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2024, an estimated $768.
Glen Eagle Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2017 and held it in 29 quarters.
Glen Eagle Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $9.43K in Q3 2019.
158 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2024.

Based on Glen Eagle Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.