PRW Wealth Management’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

PRW Wealth Management’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 Q2	–	Sell	-9,300	Closed	-$882K	–	101
2023 Q1	$882K	Buy	+9,300	New	+$879K	0.35%	38

Other funds holding LDUR

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

TCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

TFA

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

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

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

PRW Wealth Management's LDUR Position: Q2 2023 in Review

PRW Wealth Management sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2023, closing a stake of 9,300 shares — an estimated $882K sold.

PRW Wealth Management first reported a position in LDUR in Q1 2023 and held it in 1 quarter. The position peaked at $882K in Q1 2023. 149 funds tracked by Wall St. Rank hold LDUR as of Q2 2023.

PRW Wealth Management reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
PRW Wealth Management sold 9,300 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2023, an estimated $882K.
PRW Wealth Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2023 and held it in 1 quarter.
PRW Wealth Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $882K in Q1 2023.
149 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2023.

Based on PRW Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.