Vident Investment Advisory’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Vident Investment Advisory’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 Q3	–	Sell	-43,931	Closed	-$4.22M	–	1224
2022 Q2	$4.22M	Buy	+43,931	New	+$4.26M	0.13%	195

Other funds holding LDUR

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EGWAG

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

TCM

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

Vident Investment Advisory's LDUR Position: Q3 2022 in Review

Vident Investment Advisory sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q3 2022, closing a stake of 43,931 shares — an estimated $4.22M sold.

Vident Investment Advisory first reported a position in LDUR in Q2 2022 and held it in 1 quarter. The position peaked at $4.22M in Q2 2022. 160 funds tracked by Wall St. Rank hold LDUR as of Q3 2022.

Vident Investment Advisory reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
Vident Investment Advisory sold 43,931 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2022, an estimated $4.22M.
Vident Investment Advisory first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2022 and held it in 1 quarter.
Vident Investment Advisory's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $4.22M in Q2 2022.
160 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2022.

Based on Vident Investment Advisory's 13F filing for Q3 2022, filed 14 Nov 2022.