Strategy Asset Managers’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Strategy Asset Managers’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 Q4	–	Sell	-2,147	Closed	-$206K	–	250
2024 Q3	$206K	Buy	+2,147	New	+$205K	0.04%	240

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

OCFG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Strategy Asset Managers's LDUR Position: Q4 2024 in Review

Strategy Asset Managers sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q4 2024, closing a stake of 2,147 shares — an estimated $206K sold.

Strategy Asset Managers first reported a position in LDUR in Q3 2024 and held it in 1 quarter. The position peaked at $206K in Q3 2024. 158 funds tracked by Wall St. Rank hold LDUR as of Q4 2024.

Strategy Asset Managers reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
Strategy Asset Managers sold 2,147 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2024, an estimated $206K.
Strategy Asset Managers first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2024 and held it in 1 quarter.
Strategy Asset Managers's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $206K in Q3 2024.
158 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2024.

Based on Strategy Asset Managers's 13F filing for Q4 2024, filed 12 Feb 2025.