Capstone Triton Financial Group’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Capstone Triton Financial Group’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 Q4	–	Sell	-4,128	Closed	-$397K	–	91
2025 Q3	$397K	Hold	4,128	–	–	0.27%	75
2025 Q2	$396K	Buy	+4,128	New	+$394K	0.29%	74
2024 Q4	$469K	Hold	4,938	–	–	0.29%	78
2024 Q3	$474K	Hold	4,938	–	–	0.3%	76
2024 Q2	$467K	Hold	4,938	–	–	0.33%	72
2024 Q1	$468K	Hold	4,938	–	–	0.33%	74
2023 Q4	$468K	Sell	4,938 -78	-2%	-$7.33K	0.34%	70
2023 Q3	$470K	Hold	5,016	–	–	0.34%	70
2023 Q2	$470K	Sell	5,016 -11	-0.2%	-$1.04K	0.32%	72
2023 Q1	$477K	Hold	5,027	–	–	0.36%	71
2022 Q4	$474K	Hold	5,027	–	–	0.38%	72
2022 Q3	$476K	Hold	5,027	–	–	0.41%	68
2022 Q2	$482K	Sell	5,027 -218	-4%	-$21.1K	0.36%	71
2022 Q1	$511K	Sell	5,245 -163	-3%	-$16.2K	0.36%	76
2021 Q4	$545K	Sell	5,408 -200	-4%	-$20.2K	1.1%	47
2021 Q3	$568K	Sell	5,608 -1,606	-22%	-$163K	0.34%	73
2021 Q2	$734K	Sell	7,214 -1,197	-14%	-$122K	0.45%	52
2021 Q1	$858K	Buy	8,411 +286	+4%	+$29.2K	0.57%	44
2020 Q4	$829K	Buy	+8,125	New	+$829K	0.51%	45

Other funds holding LDUR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KFG

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

Capstone Triton Financial Group's LDUR Position: Q4 2025 in Review

Capstone Triton Financial Group sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q4 2025, closing a stake of 4,128 shares — an estimated $397K sold.

Capstone Triton Financial Group first reported a position in LDUR in Q4 2020 and held it in 19 quarters. The position peaked at $858K in Q1 2021. 165 funds tracked by Wall St. Rank hold LDUR as of Q4 2025.

Capstone Triton Financial Group reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Capstone Triton Financial Group sold 4,128 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2025, an estimated $397K.
Capstone Triton Financial Group first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2020 and held it in 19 quarters.
Capstone Triton Financial Group's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $858K in Q1 2021.
165 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2025.

Based on Capstone Triton Financial Group's 13F filing for Q4 2025, filed 3 Feb 2026.