CFS
LDUR icon

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
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

KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return
TF
Thayer Financial Hickory, North Carolina $110M AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return