SIA
LDUR icon

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

Schechter 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
2024
Q2 		– Sell
-2,527
Closed -$240K – 671
2024
Q1 		$240K Buy
2,527
+108
+4% +$10.2K 0.02% 540
2023
Q4 		$229K Buy
2,419
+249
+11% +$23.4K 0.02% 527
2023
Q3 		$203K Buy
+2,170
New +$203K 0.02% 547
2023
Q2 		– Sell
-2,122
Closed -$201K – 687
2023
Q1 		$201K Sell
2,122
-41
-2% -$3.88K 0.02% 621
2022
Q4 		$204K Buy
2,163
+7
+0.3% +$658 0.02% 757
2022
Q3 		$204K Buy
+2,156
New +$206K 0.02% 830

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Schechter Investment Advisors's LDUR Position: Q2 2024 in Review

Schechter Investment Advisors sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2024, closing a stake of 2,527 shares — an estimated $240K sold.

Schechter Investment Advisors first reported a position in LDUR in Q3 2022 and held it in 6 quarters. The position peaked at $240K in Q1 2024. 153 funds tracked by Wall St. Rank hold LDUR as of Q2 2024.

  • Schechter Investment Advisors reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 2,527 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2024, an estimated $240K.
  • Schechter Investment Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2022 and held it in 6 quarters.
  • Schechter Investment Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $240K in Q1 2024.
  • 153 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2024.

Based on Schechter Investment Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.