Janney Montgomery Scott’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Janney Montgomery Scott’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 Q1	–	Sell	-2,821	Closed	-$267K	–	2780
2023 Q4	$267K	Buy	2,821 +148	+6%	+$13.9K	﹤0.01%	2300
2023 Q3	$251K	Hold	2,673	–	–	﹤0.01%	2253
2023 Q2	$251K	Buy	2,673 +100	+4%	+$9.44K	﹤0.01%	2334
2023 Q1	$244K	Sell	2,573 -120	-4%	-$11.3K	﹤0.01%	2169
2022 Q4	$254K	Buy	2,693 +7	+0.3%	+$658	﹤0.01%	2232
2022 Q3	$254K	Sell	2,686 -169	-6%	-$16.2K	﹤0.01%	2122
2022 Q2	$274K	Buy	2,855 +676	+31%	+$65.5K	﹤0.01%	1969
2022 Q1	$213K	Sell	2,179 -484	-18%	-$48.1K	﹤0.01%	2052
2021 Q4	$268K	Buy	2,663 +370	+16%	+$37.4K	﹤0.01%	2058
2021 Q3	$233K	Buy	2,293 +315	+16%	+$32K	﹤0.01%	2085
2021 Q2	$201K	Buy	+1,978	New	+$201K	﹤0.01%	2138

Other funds holding LDUR

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott's LDUR Position: Q1 2024 in Review

Janney Montgomery Scott sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2024, closing a stake of 2,821 shares — an estimated $267K sold.

Janney Montgomery Scott first reported a position in LDUR in Q2 2021 and held it in 11 quarters. The position peaked at $274K in Q2 2022. 158 funds tracked by Wall St. Rank hold LDUR as of Q1 2024.

Janney Montgomery Scott reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
Janney Montgomery Scott sold 2,821 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2024, an estimated $267K.
Janney Montgomery Scott first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2021 and held it in 11 quarters.
Janney Montgomery Scott's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $274K in Q2 2022.
158 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2024.

Based on Janney Montgomery Scott's 13F filing for Q1 2024, filed 1 May 2024.