Main Street Financial Solutions’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Main Street Financial Solutions’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 Q2	–	Sell	-10,217	Closed	-$969K	–	451
2023 Q1	$969K	Buy	10,217 +4,246	+71%	+$401K	0.14%	153
2022 Q4	$563K	Sell	5,971 -447	-7%	-$42K	0.09%	216
2022 Q3	$608K	Sell	6,418 -6,092	-49%	-$582K	0.1%	197
2022 Q2	$1.2M	Buy	+12,510	New	+$1.21M	0.16%	124

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

EGWAG

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

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 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

TFA

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 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

Main Street Financial Solutions's LDUR Position: Q2 2023 in Review

Main Street Financial Solutions sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2023, closing a stake of 10,217 shares — an estimated $969K sold.

Main Street Financial Solutions first reported a position in LDUR in Q2 2022 and held it in 4 quarters. The position peaked at $1.2M in Q2 2022. 149 funds tracked by Wall St. Rank hold LDUR as of Q2 2023.

Main Street Financial Solutions reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
Main Street Financial Solutions sold 10,217 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2023, an estimated $969K.
Main Street Financial Solutions first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2022 and held it in 4 quarters.
Main Street Financial Solutions's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $1.2M in Q2 2022.
149 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2023.

Based on Main Street Financial Solutions's 13F filing for Q2 2023, filed 4 Aug 2023.