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Householder Group Estate & Retirement Specialist’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Householder Group Estate & Retirement Specialist’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
-300
Closed -$28K – 907
2024
Q3 		$28K Hold
300
– – 0.01% 607
2024
Q2 		$28K Hold
300
– – 0.01% 594
2024
Q1 		$28.5K Sell
300
-42
-12% -$3.98K 0.01% 585
2023
Q4 		$32K Buy
+342
New +$32.1K 0.01% 549

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 $2.75B AUM 19.24% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 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 $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Householder Group Estate & Retirement Specialist's LDUR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q4 2024, closing a stake of 300 shares — an estimated $28K sold.

Householder Group Estate & Retirement Specialist first reported a position in LDUR in Q4 2023 and held it in 4 quarters. The position peaked at $32K in Q4 2023. 158 funds tracked by Wall St. Rank hold LDUR as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 300 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2024, an estimated $28K.
  • Householder Group Estate & Retirement Specialist first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2023 and held it in 4 quarters.
  • Householder Group Estate & Retirement Specialist's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $32K in Q4 2023.
  • 158 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.