AWA
LDUR icon

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

Arkadios Wealth Advisors’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
2026
Q1 		$423K Buy
+4,413
New +$424K 0.01% 1196
2022
Q2 		– Sell
-2,809
Closed -$274K – 581
2022
Q1 		$274K Sell
2,809
-160
-5% -$15.9K 0.04% 449
2021
Q4 		$299K Hold
2,969
– – 0.04% 455
2021
Q3 		$302K Sell
2,969
-810
-21% -$82.4K 0.04% 406
2021
Q2 		$384K Sell
3,779
-611
-14% -$62.2K 0.05% 385
2021
Q1 		$447K Sell
4,390
-3,375
-43% -$345K 0.07% 267
2020
Q4 		$792K Buy
7,765
+326
+4% +$33.3K 0.17% 137
2020
Q3 		$759K Buy
7,439
+6
+0.1% +$612 0.38% 57
2020
Q2 		$758K Buy
+7,433
New +$745K 0.42% 52

Other funds holding LDUR

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return