Clear Perspective Advisors »

Pimco Exch Traded Fund shares owned by Clear Perspective Advisors

Quarter-by-quarter ownership of Pimco Exch Traded Fund (LDUR) shares owned by Clear Perspective Advisors from 13F filings

Historical chart of Clear Perspective Advisors investment in Pimco Exch Traded Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Exch Traded Fund held by Clear Perspective Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pimco Exch Traded Fund by Clear Perspective Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $1.0M 10k 100.59
2021-09-30 $1.1M 11k 101.82
2021-06-30 $988k 9.7k 101.73
2021-03-31 $895k 8.8k 102.02
2020-12-31 $918k 9.0k 102.03

More positions owned by Clear Perspective Advisors

Spdr Ser Tr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Dividend Equity Etf Us Dividend Eq (SCHD)
First Tr Low Duration Opportunities Etf Fst Low Oppt Eft (LMBS)
Vanguard Index Fds S&p 500 Etf Shs New (VOO)
Rbb Fd Inc Motley Fool 100 Index Etf Motley Fol Etf (TMFC)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Alphabet Inc-cl C CL C (GOOG)
Vanguard Mun Bd Fds Tax-exempt Bd Index Fd Etf Tax Exempt Bd (VTEB)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Vanguard Growth Etf Growth Etf (VUG)
Ishares Tr Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Small-cap Etf Core S&p Scp Etf (IJR)

View all positions for Clear Perspective Advisors

Top funds holding Pimco Exch Traded Fund

CWM
Bank of America Corporation
TD Capital Management
Advocacy Wealth Management Services
Morgan Stanley
HighTower Advisors
LPL Financial
Elwood & Goetz Wealth Advisory Group
UBS Group
49 Wealth Management
Royal Bank of Canada
O'Connor Financial Group
Financial Gravity Wealth
Vickerman Investment Advisors
Access Financial Services

View all funds holding Pimco Exch Traded Fund