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

Laurel Wealth Planning’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
2023
Q1 		– Sell
-225
Closed -$21.2K – 136
2022
Q4 		$21.2K Hold
225
– – 0.01% 129
2022
Q3 		$21K Buy
+225
New +$21.5K 0.02% 131

Other funds holding LDUR

Carson Wealth (CWM LLC)
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Laurel Wealth Planning's LDUR Position: Q1 2023 in Review

Laurel Wealth Planning sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2023, closing a stake of 225 shares — an estimated $21.2K sold.

Laurel Wealth Planning first reported a position in LDUR in Q3 2022 and held it in 2 quarters. The position peaked at $21.2K in Q4 2022. 160 funds tracked by Wall St. Rank hold LDUR as of Q1 2023.

  • Laurel Wealth Planning reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 225 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2023, an estimated $21.2K.
  • Laurel Wealth Planning first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2022 and held it in 2 quarters.
  • Laurel Wealth Planning's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $21.2K in Q4 2022.
  • 160 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.