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

SignatureFD’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 Q3	–	Sell	-105	Closed	-$9.96K	–	3290
2024 Q2	$9.96K	Hold	105	–	–	﹤0.01%	2269
2024 Q1	$9.98K	Sell	105 -41	-28%	-$3.89K	﹤0.01%	2300
2023 Q4	$13.9K	Hold	146	–	–	﹤0.01%	2104
2023 Q3	$13.7K	Hold	146	–	–	﹤0.01%	2037
2023 Q2	$13.7K	Hold	146	–	–	﹤0.01%	2090
2023 Q1	$13.9K	Buy	146 +41	+39%	+$3.88K	﹤0.01%	2065
2022 Q4	$9.92K	Sell	105 -800	-88%	-$75.2K	﹤0.01%	2155
2022 Q3	$86K	Buy	905 +800	+762%	+$76.5K	﹤0.01%	1035
2022 Q2	$10K	Buy	+105	New	+$10.2K	﹤0.01%	2115
2022 Q1	–	Sell	-47	Closed	-$5K	–	3244
2021 Q4	$5K	Hold	47	–	–	﹤0.01%	2397
2021 Q3	$5K	Sell	47 -110	-70%	-$11.2K	﹤0.01%	2351
2021 Q2	$16K	Hold	157	–	–	﹤0.01%	1810
2021 Q1	$16K	Hold	157	–	–	﹤0.01%	1654
2020 Q4	$16K	Hold	157	–	–	﹤0.01%	1528
2020 Q3	$16K	Buy	157 +32	+26%	+$3.26K	﹤0.01%	1467
2020 Q2	$13K	Buy	+125	New	+$12.5K	﹤0.01%	1475

Other funds holding LDUR

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 Charlotte, North Carolina $1.37T AUM 24.88% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OCFG

O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

SignatureFD's LDUR Position: Q3 2024 in Review

SignatureFD sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q3 2024, closing a stake of 105 shares — an estimated $9.96K sold.

SignatureFD first reported a position in LDUR in Q2 2020 and held it in 16 quarters. The position peaked at $86K in Q3 2022. 149 funds tracked by Wall St. Rank hold LDUR as of Q3 2024.

SignatureFD reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
SignatureFD sold 105 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2024, an estimated $9.96K.
SignatureFD first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2020 and held it in 16 quarters.
SignatureFD's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $86K in Q3 2022.
149 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2024.

Based on SignatureFD's 13F filing for Q3 2024, filed 21 Oct 2024.