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

Planning Directions’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 Q4	–	Sell	-2,141	Closed	-$201K	–	72
2023 Q3	$201K	Buy	+2,141	New	+$201K	0.15%	63
2023 Q2	–	Sell	-2,850	Closed	-$270K	–	69
2023 Q1	$270K	Sell	2,850 -3,058	-52%	-$289K	0.2%	52
2022 Q4	$557K	Buy	5,908 +41	+0.7%	+$3.85K	0.43%	38
2022 Q3	$556K	Buy	+5,867	New	+$561K	0.45%	35

Other funds holding LDUR

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Planning Directions's LDUR Position: Q4 2023 in Review

Planning Directions sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q4 2023, closing a stake of 2,141 shares — an estimated $201K sold.

Planning Directions first reported a position in LDUR in Q3 2022 and held it in 4 quarters. The position peaked at $557K in Q4 2022. 160 funds tracked by Wall St. Rank hold LDUR as of Q4 2023.

Planning Directions reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
Planning Directions sold 2,141 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2023, an estimated $201K.
Planning Directions first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2022 and held it in 4 quarters.
Planning Directions's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $557K in Q4 2022.
160 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2023.

Based on Planning Directions's 13F filing for Q4 2023, filed 31 Jan 2024.