Capital Analysts LLC’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Capital Analysts LLC’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 Q3	–	Sell	-9	Closed	-$1K	–	1466
2025 Q2	$1K	Buy	+9	New	+$859	﹤0.01%	1356
2025 Q1	–	Sell	-9	Closed	-$1K	–	1411
2024 Q4	$1K	Hold	9	–	–	﹤0.01%	1265
2024 Q3	$1K	Hold	9	–	–	﹤0.01%	1275
2024 Q2	$1K	Hold	9	–	–	﹤0.01%	1160
2024 Q1	$1K	Hold	9	–	–	﹤0.01%	1085
2023 Q4	$1K	Sell	9 -442	-98%	-$41.5K	﹤0.01%	1062
2023 Q3	$42K	Buy	451 +442	+4,911%	+$41.4K	﹤0.01%	647
2023 Q2	$1K	Hold	9	–	–	﹤0.01%	974
2023 Q1	$1K	Hold	9	–	–	﹤0.01%	948
2022 Q4	$1K	Hold	9	–	–	﹤0.01%	1027
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	1053
2022 Q2	$1K	Buy	+9	New	+$872	﹤0.01%	975

Other funds holding LDUR

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Capital Analysts LLC's LDUR Position: Q3 2025 in Review

Capital Analysts LLC sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q3 2025, closing a stake of 9 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in LDUR in Q2 2022 and held it in 12 quarters. The position peaked at $42K in Q3 2023. 151 funds tracked by Wall St. Rank hold LDUR as of Q3 2025.

Capital Analysts LLC reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
Capital Analysts LLC sold 9 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2025, an estimated $1K.
Capital Analysts LLC first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2022 and held it in 12 quarters.
Capital Analysts LLC's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $42K in Q3 2023.
151 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2025.

Based on Capital Analysts LLC's 13F filing for Q3 2025, filed 14 Nov 2025.