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

Koshinski Asset 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 Q4	–	Sell	-32,487	Closed	-$3.08M	–	623
2022 Q3	$3.08M	Sell	32,487 -11,184	-26%	-$1.07M	0.37%	63
2022 Q2	$4.19M	Sell	43,671 -486	-1%	-$47.1K	0.42%	53
2022 Q1	$4.31M	Buy	44,157 +1,303	+3%	+$129K	0.35%	62
2021 Q4	$4.31M	Sell	42,854 -1,686	-4%	-$171K	0.35%	59
2021 Q3	$4.54M	Buy	44,540 +2,857	+7%	+$291K	0.39%	45
2021 Q2	$4.24M	Buy	41,683 +563	+1%	+$57.4K	0.53%	36
2021 Q1	$4.19M	Buy	+41,120	New	+$4.2M	0.44%	46

Other funds holding LDUR

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TCM

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

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

EGWAG

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

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

Koshinski Asset Management's LDUR Position: Q4 2022 in Review

Koshinski Asset Management sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q4 2022, closing a stake of 32,487 shares — an estimated $3.08M sold.

Koshinski Asset Management first reported a position in LDUR in Q1 2021 and held it in 7 quarters. The position peaked at $4.54M in Q3 2021. 162 funds tracked by Wall St. Rank hold LDUR as of Q4 2022.

Koshinski Asset Management reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
Koshinski Asset Management sold 32,487 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2022, an estimated $3.08M.
Koshinski Asset Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2021 and held it in 7 quarters.
Koshinski Asset Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $4.54M in Q3 2021.
162 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2022.

Based on Koshinski Asset Management's 13F filing for Q4 2022, filed 24 Jan 2023.