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

Burkett Financial 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	–	Sell	-208	Closed	-$20K	–	238
2025 Q1	$20K	Buy	+208	New	+$19.9K	0.01%	134

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

Burkett Financial Services's LDUR Position: Q2 2025 in Review

Burkett Financial Services sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2025, closing a stake of 208 shares — an estimated $20K sold.

Burkett Financial Services first reported a position in LDUR in Q1 2025 and held it in 1 quarter. The position peaked at $20K in Q1 2025. 159 funds tracked by Wall St. Rank hold LDUR as of Q2 2025.

Burkett Financial Services reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
Burkett Financial Services sold 208 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2025, an estimated $20K.
Burkett Financial Services first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2025 and held it in 1 quarter.
Burkett Financial Services's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $20K in Q1 2025.
159 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2025.

Based on Burkett Financial Services's 13F filing for Q2 2025, filed 1 Jul 2025.