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NFP Retirement Inc’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

NFP Retirement Inc’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
-2,390
Closed -$229K – 299
2024
Q3 		$229K Sell
2,390
-5
-0.2% -$477 0.02% 253
2024
Q2 		$227K Hold
2,395
– – 0.02% 257
2024
Q1 		$227K Hold
2,395
– – 0.02% 253
2023
Q4 		$227K Sell
2,395
-525
-18% -$49.3K 0.04% 223
2023
Q3 		$274K Hold
2,920
– – 0.05% 191
2023
Q2 		$274K Sell
2,920
-3,250
-53% -$307K 0.05% 191
2023
Q1 		$585K Sell
6,170
-230
-4% -$21.7K 0.12% 138
2022
Q4 		$603K Buy
6,400
+100
+2% +$9.4K 0.13% 127
2022
Q3 		$597K Buy
6,300
+2,300
+58% +$220K 0.15% 121
2022
Q2 		$384K Hold
4,000
– – 0.1% 156
2022
Q1 		$390K Buy
+4,000
New +$397K 0.09% 155

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

NFP Retirement Inc's LDUR Position: Q4 2024 in Review

NFP Retirement Inc sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q4 2024, closing a stake of 2,390 shares — an estimated $229K sold.

NFP Retirement Inc first reported a position in LDUR in Q1 2022 and held it in 11 quarters. The position peaked at $603K in Q4 2022. 158 funds tracked by Wall St. Rank hold LDUR as of Q4 2024.

  • NFP Retirement Inc reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • NFP Retirement Inc sold 2,390 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2024, an estimated $229K.
  • NFP Retirement Inc first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2022 and held it in 11 quarters.
  • NFP Retirement Inc's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $603K in Q4 2022.
  • 158 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2024.

Based on NFP Retirement Inc's 13F filing for Q4 2024, filed 13 Feb 2025.