KerberRose Wealth Management’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

KerberRose Wealth Management’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
2022 Q2	$1.13M	Buy	+11,730	New	+$1.14M	0.92%	24

Other funds holding LDUR

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KerberRose Wealth Management's LDUR Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2022: 11,730 shares worth $1.13M. The stake represents 0.92% of the portfolio and ranks #24 among its holdings.

156 funds tracked by Wall St. Rank hold LDUR as of Q2 2022.

KerberRose Wealth Management held 11,730 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $1.13M as of Q2 2022.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund was a new KerberRose Wealth Management position in Q2 2022.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.92% of KerberRose Wealth Management's portfolio in Q2 2022, its #24 holding.
156 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.