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Principal Securities’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Principal Securities’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
-593
Closed -$56.9K – 3591
2024
Q3 		$56.9K Buy
593
+14
+2% +$1.33K ﹤0.01% 1633
2024
Q2 		$54.8K Hold
579
– – ﹤0.01% 1581
2024
Q1 		$54.9K Sell
579
-210
-27% -$19.9K ﹤0.01% 1531
2023
Q4 		$74.8K Buy
+789
New +$74.1K ﹤0.01% 1309

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

Principal Securities's LDUR Position: Q4 2024 in Review

Principal Securities sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q4 2024, closing a stake of 593 shares — an estimated $56.9K sold.

Principal Securities first reported a position in LDUR in Q4 2023 and held it in 4 quarters. The position peaked at $74.8K in Q4 2023. 158 funds tracked by Wall St. Rank hold LDUR as of Q4 2024.

  • Principal Securities reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • Principal Securities sold 593 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2024, an estimated $56.9K.
  • Principal Securities first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2023 and held it in 4 quarters.
  • Principal Securities's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $74.8K in Q4 2023.
  • 158 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2024.

Based on Principal Securities's 13F filing for Q4 2024, filed 30 Jan 2025.