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

CGC 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
2026
Q3 		$544K Sell
5,785
-566
-9% -$53.8K 0.12% 36
2026
Q2 		$607K Buy
6,351
+1,356
+27% +$130K 0.14% 34
2026
Q1 		$479K Buy
4,995
+1,010
+25% +$96.9K 0.14% 33
2025
Q4 		$382K Buy
3,985
+660
+20% +$63.4K 0.1% 43
2025
Q3 		$320K Buy
3,325
+440
+15% +$42.1K 0.09% 43
2025
Q2 		$276K Sell
2,885
-280
-9% -$26.7K 0.09% 44
2025
Q1 		$304K Sell
3,165
-322
-9% -$30.8K 0.12% 38
2024
Q4 		$331K Sell
3,487
-4,562
-57% -$434K 0.13% 35
2024
Q3 		$772K Buy
8,049
+550
+7% +$52.5K 0.31% 20
2024
Q2 		$710K Buy
7,499
+472
+7% +$44.6K 0.31% 22
2024
Q1 		$667K Sell
7,027
-5,992
-46% -$568K 0.35% 21
2023
Q4 		$1.23M Buy
13,019
+2,888
+29% +$271K 0.57% 16
2023
Q3 		$950K Sell
10,131
-253
-2% -$23.7K 0.66% 12
2023
Q2 		$973K Buy
+10,384
New +$981K 0.63% 16

Other funds holding LDUR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
BWM
BankPlus Wealth Management Jackson, Mississippi $229M AUM 13.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.75% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

CGC Financial Services's LDUR Position: Q3 2026 in Review

CGC Financial Services reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 8.9% in Q3 2026, selling an estimated $53.8K and leaving 5,785 shares worth $544K. The position accounts for 0.12% of the portfolio, ranked #36.

CGC Financial Services first reported a position in LDUR in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.23M in Q4 2023. 14 funds tracked by Wall St. Rank hold LDUR as of Q3 2026.

  • CGC Financial Services held 5,785 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $544K as of Q3 2026.
  • CGC Financial Services sold 566 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2026, an estimated $53.8K.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.12% of CGC Financial Services's portfolio in Q3 2026, its #36 holding.
  • CGC Financial Services first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2023 and has held it in 14 quarters since.
  • CGC Financial Services's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $1.23M in Q4 2023.
  • 14 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.