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

Signify Wealth’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 Q2	–	Sell	-5,205	Closed	-$284K	–	28
2022 Q1	$284K	Buy	5,205 +2,987	+135%	+$297K	0.19%	19
2021 Q4	$223K	Buy	+2,218	New	+$224K	0.14%	23
2021 Q3	–	Sell	-2,552	Closed	-$260K	–	17
2021 Q2	$260K	Buy	+2,552	New	+$260K	0.2%	15
2021 Q1	–	Sell	-2,796	Closed	-$285K	–	16
2020 Q4	$285K	Buy	+2,796	New	+$285K	0.23%	15

Other funds holding LDUR

HHGA

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

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

Signify Wealth's LDUR Position: Q2 2022 in Review

Signify Wealth sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2022, closing a stake of 5,205 shares — an estimated $284K sold.

Signify Wealth first reported a position in LDUR in Q4 2020 and held it in 4 quarters. The position peaked at $285K in Q4 2020. 156 funds tracked by Wall St. Rank hold LDUR as of Q2 2022.

Signify Wealth reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
Signify Wealth sold 5,205 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2022, an estimated $284K.
Signify Wealth first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2020 and held it in 4 quarters.
Signify Wealth's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $285K in Q4 2020.
156 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2022.

Based on Signify Wealth's 13F filing for Q2 2022, filed 18 Jul 2022.