Sowell Financial Services’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-7,165	Closed	-$730K	–	1735
2021 Q1	$730K	Hold	7,165	–	–	0.03%	509
2020 Q4	$731K	Hold	7,165	–	–	0.03%	410
2020 Q3	$732K	Sell	7,165 -25	-0.3%	-$2.55K	0.04%	373
2020 Q2	$733K	Buy	+7,190	New	+$721K	0.04%	351

Other funds holding LDUR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sowell Financial Services's LDUR Position: Q2 2021 in Review

Sowell Financial Services sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2021, closing a stake of 7,165 shares — an estimated $730K sold.

Sowell Financial Services first reported a position in LDUR in Q2 2020 and held it in 4 quarters. The position peaked at $733K in Q2 2020. 123 funds tracked by Wall St. Rank hold LDUR as of Q2 2021.

Sowell Financial Services reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 7,165 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2021, an estimated $730K.
Sowell Financial Services first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2020 and held it in 4 quarters.
Sowell Financial Services's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $733K in Q2 2020.
123 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.