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Planning Capital Management Corporation’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Planning Capital Management Corporation’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
Q3 		$1.65M Sell
17,148
-716
-4% -$68.3K 1.09% 24
2024
Q2 		$1.69M Sell
17,864
-5,541
-24% -$523K 1.19% 26
2024
Q1 		$2.22M Sell
23,405
-1,536
-6% -$146K 1.62% 22
2023
Q4 		$2.36M Buy
+24,941
New +$2.34M 1.85% 22

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 $2.75B AUM 19.24% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Planning Capital Management Corporation's LDUR Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 4% in Q3 2024, selling an estimated $68.3K and leaving 17,148 shares worth $1.65M. The position accounts for 1.09% of the portfolio, ranked #24.

Planning Capital Management Corporation first reported a position in LDUR in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.36M in Q4 2023. 149 funds tracked by Wall St. Rank hold LDUR as of Q3 2024.

  • Planning Capital Management Corporation held 17,148 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $1.65M as of Q3 2024.
  • Planning Capital Management Corporation sold 716 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2024, an estimated $68.3K.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 1.09% of Planning Capital Management Corporation's portfolio in Q3 2024, its #24 holding.
  • Planning Capital Management Corporation first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $2.36M in Q4 2023.
  • 149 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.