Avantax Advisory Services’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Avantax Advisory Services’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	$1.95M	Sell	20,312 -13	-0.1%	-$1.24K	0.01%	816
2025 Q1	$1.95M	Sell	20,325 -99	-0.5%	-$9.46K	0.01%	754
2024 Q4	$1.94M	Buy	20,424 +575	+3%	+$54.7K	0.01%	720
2024 Q3	$1.9M	Buy	19,849 +183	+0.9%	+$17.5K	0.01%	722
2024 Q2	$1.86M	Buy	19,666 +1,499	+8%	+$142K	0.01%	690
2024 Q1	$1.72M	Buy	18,167 +1,236	+7%	+$117K	0.02%	577
2023 Q4	$1.6M	Buy	16,931 +9,469	+127%	+$890K	0.02%	573
2023 Q3	$699K	Buy	7,462 +4,203	+129%	+$394K	0.01%	812
2023 Q2	$306K	Buy	3,259 +279	+9%	+$26.3K	﹤0.01%	1175
2023 Q1	$283K	Buy	+2,980	New	+$282K	﹤0.01%	1181
2021 Q1	–	Sell	-2,108	Closed	-$214K	–	1058
2020 Q4	$214K	Sell	2,108 -18,562	-90%	-$1.89M	0.01%	855
2020 Q3	$2.11M	Buy	+20,670	New	+$2.11M	0.03%	355

Other funds holding LDUR

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 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

OCFG

O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return

Avantax Advisory Services's LDUR Position: Q2 2025 in Review

Avantax Advisory Services reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 0.06% in Q2 2025, selling an estimated $1.24K and leaving 20,312 shares worth $1.95M. The position accounts for 0.01% of the portfolio, ranked #816.

Avantax Advisory Services first reported a position in LDUR in Q3 2020 and has held it in 12 quarters since. The position peaked at $2.11M in Q3 2020. 159 funds tracked by Wall St. Rank hold LDUR as of Q2 2025.

Avantax Advisory Services held 20,312 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $1.95M as of Q2 2025.
Avantax Advisory Services sold 13 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2025, an estimated $1.24K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #816 holding.
Avantax Advisory Services first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2020 and has held it in 12 quarters since.
Avantax Advisory Services's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $2.11M in Q3 2020.
159 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.