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

Reitz Capital 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 Q1	–	Sell	-115,501	Closed	-$11.7M	–	80
2021 Q4	$11.7M	Buy	115,501 +46,652	+68%	+$4.72M	8.29%	4
2021 Q3	$7.01M	Sell	68,849 -46,652	-40%	-$4.75M	5.25%	5
2021 Q2	$11.7M	Sell	115,501 -46,178	-29%	-$4.7M	8.29%	4
2021 Q1	$16.5M	Buy	+161,679	New	+$16.5M	12.18%	3

Other funds holding LDUR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Reitz Capital Advisors's LDUR Position: Q1 2022 in Review

Reitz Capital Advisors sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2022, closing a stake of 115,501 shares — an estimated $11.7M sold.

Reitz Capital Advisors first reported a position in LDUR in Q1 2021 and held it in 4 quarters. The position peaked at $16.5M in Q1 2021. 143 funds tracked by Wall St. Rank hold LDUR as of Q1 2022.

Reitz Capital Advisors reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
Reitz Capital Advisors sold 115,501 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2022, an estimated $11.7M.
Reitz Capital Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2021 and held it in 4 quarters.
Reitz Capital Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $16.5M in Q1 2021.
143 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2022.

Based on Reitz Capital Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.