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

Wealth Management Solutions’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
-3,336
Closed -$325K – 104
2022
Q1 		$325K Buy
3,336
+10
+0.3% +$994 0.17% 79
2021
Q4 		$335K Buy
+3,326
New +$336K 0.17% 82

Other funds holding LDUR

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HighTower Advisors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Management Solutions's LDUR Position: Q2 2022 in Review

Wealth Management Solutions sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2022, closing a stake of 3,336 shares — an estimated $325K sold.

Wealth Management Solutions first reported a position in LDUR in Q4 2021 and held it in 2 quarters. The position peaked at $335K in Q4 2021. 156 funds tracked by Wall St. Rank hold LDUR as of Q2 2022.

  • Wealth Management Solutions reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
  • Wealth Management Solutions sold 3,336 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2022, an estimated $325K.
  • Wealth Management Solutions first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2021 and held it in 2 quarters.
  • Wealth Management Solutions's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $335K in Q4 2021.
  • 156 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2022.

Based on Wealth Management Solutions's 13F filing for Q2 2022, filed 1 Aug 2022.