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Realta Investment Advisors’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Realta Investment Advisors’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
Q4 		– Sell
-95
Closed -$9K – 872
2022
Q3 		$9K Buy
+95
New +$9.08K ﹤0.01% 706

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Realta Investment Advisors's LDUR Position: Q4 2022 in Review

Realta Investment Advisors sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q4 2022, closing a stake of 95 shares — an estimated $9K sold.

Realta Investment Advisors first reported a position in LDUR in Q3 2022 and held it in 1 quarter. The position peaked at $9K in Q3 2022. 162 funds tracked by Wall St. Rank hold LDUR as of Q4 2022.

  • Realta Investment Advisors reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
  • Realta Investment Advisors sold 95 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2022, an estimated $9K.
  • Realta Investment Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2022 and held it in 1 quarter.
  • Realta Investment Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $9K in Q3 2022.
  • 162 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2022.

Based on Realta Investment Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.