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

Accredited Wealth Management’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
2025 Q3	$606K	Sell	2,700 -2,818	-51%	-$270K	0.45%	37
2025 Q2	$529K	Buy	5,518 +800	+17%	+$76.3K	0.43%	39
2025 Q1	$453K	Buy	4,718 +288	+7%	+$27.5K	0.38%	36
2024 Q4	$422K	Buy	+4,430	New	+$422K	0.37%	44

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

KFG

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Accredited Wealth Management's LDUR Position: Q3 2025 in Review

Accredited Wealth Management reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 51% in Q3 2025, selling an estimated $270K and leaving 2,700 shares worth $606K. The position accounts for 0.45% of the portfolio, ranked #37.

Accredited Wealth Management first reported a position in LDUR in Q4 2024 and has held it in 4 quarters since. 151 funds tracked by Wall St. Rank hold LDUR as of Q3 2025.

Accredited Wealth Management held 2,700 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $606K as of Q3 2025.
Accredited Wealth Management sold 2,818 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2025, an estimated $270K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.45% of Accredited Wealth Management's portfolio in Q3 2025, its #37 holding.
Accredited Wealth Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2024 and has held it in 4 quarters since.
151 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.