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Allworth Financial’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Allworth Financial’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
Q2 		– Sell
-5
Closed -$434 – 4643
2025
Q1 		$434 Buy
+5
New +$478 ﹤0.01% 3718
2024
Q2 		– Sell
-143
Closed -$13.6K – 3758
2024
Q1 		$13.6K Buy
+143
New +$13.6K ﹤0.01% 1979

Other funds holding LDUR

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
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
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return

Allworth Financial's LDUR Position: Q2 2025 in Review

Allworth Financial sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2025, closing a stake of 5 shares — an estimated $434 sold.

Allworth Financial first reported a position in LDUR in Q1 2024 and held it in 2 quarters. The position peaked at $13.6K in Q1 2024. 159 funds tracked by Wall St. Rank hold LDUR as of Q2 2025.

  • Allworth Financial reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • Allworth Financial sold 5 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2025, an estimated $434.
  • Allworth Financial first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2024 and held it in 2 quarters.
  • Allworth Financial's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $13.6K in Q1 2024.
  • 159 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2025.

Based on Allworth Financial's 13F filing for Q2 2025, filed 7 Aug 2025.