U.S. Capital Wealth Advisors’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

U.S. Capital Wealth Advisors’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
2023 Q3	–	Sell	-4,400	Closed	-$412K	–	662
2023 Q2	$412K	Sell	4,400 -1,200	-21%	-$113K	0.02%	474
2023 Q1	$531K	Buy	+5,600	New	+$529K	0.02%	418

Other funds holding LDUR

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

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

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

TFA

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

U.S. Capital Wealth Advisors's LDUR Position: Q3 2023 in Review

U.S. Capital Wealth Advisors sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q3 2023, closing a stake of 4,400 shares — an estimated $412K sold.

U.S. Capital Wealth Advisors first reported a position in LDUR in Q1 2023 and held it in 2 quarters. The position peaked at $531K in Q1 2023. 153 funds tracked by Wall St. Rank hold LDUR as of Q3 2023.

U.S. Capital Wealth Advisors reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q3 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 4,400 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2023, an estimated $412K.
U.S. Capital Wealth Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2023 and held it in 2 quarters.
U.S. Capital Wealth Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $531K in Q1 2023.
153 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.