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

Avior 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 Q1	–	Sell	-951	Closed	-$90.3K	–	1633
2024 Q4	$90.3K	Hold	951	–	–	﹤0.01%	931
2024 Q3	$91.3K	Sell	951 -255	-21%	-$24.3K	﹤0.01%	911
2024 Q2	$114K	Hold	1,206	–	–	﹤0.01%	822
2024 Q1	$114K	Buy	1,206 +510	+73%	+$48.4K	0.01%	910
2023 Q4	$66K	Sell	696 -1,330	-66%	-$125K	﹤0.01%	685
2023 Q3	$190K	Hold	2,026	–	–	0.01%	534
2023 Q2	$190K	Hold	2,026	–	–	0.01%	534
2023 Q1	$192K	Sell	2,026 -234	-10%	-$22.1K	0.01%	537
2022 Q4	$213K	Hold	2,260	–	–	0.02%	460
2022 Q3	$214K	Buy	2,260 +552	+32%	+$52.8K	0.02%	442
2022 Q2	$164K	Buy	1,708 +640	+60%	+$62K	0.02%	444
2022 Q1	$104K	Buy	1,068 +221	+26%	+$22K	0.01%	507
2021 Q4	$85K	Buy	+847	New	+$85.7K	0.01%	523

Other funds holding LDUR

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

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 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

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

KFG

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Avior Wealth Management's LDUR Position: Q1 2025 in Review

Avior Wealth Management sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2025, closing a stake of 951 shares — an estimated $90.3K sold.

Avior Wealth Management first reported a position in LDUR in Q4 2021 and held it in 13 quarters. The position peaked at $214K in Q3 2022. 158 funds tracked by Wall St. Rank hold LDUR as of Q1 2025.

Avior Wealth Management reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 951 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2025, an estimated $90.3K.
Avior Wealth Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2021 and held it in 13 quarters.
Avior Wealth Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $214K in Q3 2022.
158 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.