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Significant Wealth Partners’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Significant Wealth Partners’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
-3,613
Closed -$343K – 120
2024
Q1 		$343K Buy
+3,613
New +$343K 0.22% 111

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 $2.75B AUM 19.24% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $672B AUM 33.48% 1-Year Est. Return

Significant Wealth Partners's LDUR Position: Q2 2024 in Review

Significant Wealth Partners sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2024, closing a stake of 3,613 shares — an estimated $343K sold.

Significant Wealth Partners first reported a position in LDUR in Q1 2024 and held it in 1 quarter. The position peaked at $343K in Q1 2024. 153 funds tracked by Wall St. Rank hold LDUR as of Q2 2024.

  • Significant Wealth Partners reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 3,613 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2024, an estimated $343K.
  • Significant Wealth Partners first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2024 and held it in 1 quarter.
  • Significant Wealth Partners's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $343K 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 Significant Wealth Partners's 13F filing for Q2 2024, filed 26 Jul 2024.