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Retireful LLC’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Retireful LLC’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
-8,347
Closed -$792K – 100
2023
Q1 		$792K Buy
+8,347
New +$789K 0.25% 36

Other funds holding LDUR

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Retireful LLC's LDUR Position: Q2 2023 in Review

Retireful LLC sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2023, closing a stake of 8,347 shares — an estimated $792K sold.

Retireful LLC first reported a position in LDUR in Q1 2023 and held it in 1 quarter. The position peaked at $792K in Q1 2023. 149 funds tracked by Wall St. Rank hold LDUR as of Q2 2023.

  • Retireful LLC reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2023 after selling out during the quarter.
  • Retireful LLC sold 8,347 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2023, an estimated $792K.
  • Retireful LLC first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2023 and held it in 1 quarter.
  • Retireful LLC's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $792K 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 Retireful LLC's 13F filing for Q2 2023, filed 11 Jul 2023.