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Palladium Partners’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Palladium Partners’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
Q1 		$20.2M Sell
206,677
-12,688
-6% -$1.26M 0.88% 34
2021
Q4 		$22.1M Buy
219,365
+28,855
+15% +$2.92M 0.9% 35
2021
Q3 		$19.4M Buy
+190,510
New +$19.4M 0.88% 34

Other funds holding LDUR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Palladium Partners's LDUR Position: Q1 2022 in Review

Palladium Partners reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 5.8% in Q1 2022, selling an estimated $1.26M and leaving 206,677 shares worth $20.2M. The position accounts for 0.88% of the portfolio, ranked #34.

Palladium Partners first reported a position in LDUR in Q3 2021 and has held it in 3 quarters since. The position peaked at $22.1M in Q4 2021. 143 funds tracked by Wall St. Rank hold LDUR as of Q1 2022.

  • Palladium Partners held 206,677 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $20.2M as of Q1 2022.
  • Palladium Partners sold 12,688 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2022, an estimated $1.26M.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.88% of Palladium Partners's portfolio in Q1 2022, its #34 holding.
  • Palladium Partners first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2021 and has held it in 3 quarters since.
  • Palladium Partners's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $22.1M in Q4 2021.
  • 143 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2022.

Based on Palladium Partners's 13F filing for Q1 2022, filed 26 Apr 2022.