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Nations Financial Group’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Nations Financial Group’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
Q4 		– Sell
-2,803
Closed -$269K – 693
2024
Q3 		$269K Sell
2,803
-975
-26% -$93K 0.02% 584
2024
Q2 		$358K Sell
3,778
-1,848
-33% -$174K 0.03% 495
2024
Q1 		$534K Sell
5,626
-2,377
-30% -$225K 0.04% 399
2023
Q4 		$758K Sell
8,003
-1,565
-16% -$147K 0.07% 288
2023
Q3 		$897K Sell
9,568
-2,725
-22% -$255K 0.09% 247
2023
Q2 		$1.15M Sell
12,293
-1,767
-13% -$167K 0.11% 213
2023
Q1 		$1.33M Buy
14,060
+11
+0.1% +$1.04K 0.14% 175
2022
Q4 		$1.32M Buy
14,049
+3,191
+29% +$300K 0.15% 170
2022
Q3 		$1.03M Buy
10,858
+2,429
+29% +$232K 0.15% 174
2022
Q2 		$809K Buy
8,429
+1,220
+17% +$118K 0.11% 213
2022
Q1 		$703K Buy
7,209
+1,310
+22% +$130K 0.08% 253
2021
Q4 		$593K Buy
5,899
+2,287
+63% +$231K 0.08% 265
2021
Q3 		$368K Buy
3,612
+1,364
+61% +$139K 0.06% 316
2021
Q2 		$229K Buy
+2,248
New +$229K 0.04% 372

Other funds holding LDUR

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nations Financial Group's LDUR Position: Q4 2024 in Review

Nations Financial Group sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q4 2024, closing a stake of 2,803 shares — an estimated $269K sold.

Nations Financial Group first reported a position in LDUR in Q2 2021 and held it in 14 quarters. The position peaked at $1.33M in Q1 2023. 158 funds tracked by Wall St. Rank hold LDUR as of Q4 2024.

  • Nations Financial Group reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • Nations Financial Group sold 2,803 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2024, an estimated $269K.
  • Nations Financial Group first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2021 and held it in 14 quarters.
  • Nations Financial Group's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $1.33M in Q1 2023.
  • 158 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2024.

Based on Nations Financial Group's 13F filing for Q4 2024, filed 30 Jan 2025.