Clearstead Advisors’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Clearstead Advisors’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	-268	Closed	-$25.8K	–	3033
2025 Q3	$25.8K	Buy	+268	New	+$25.7K	﹤0.01%	1530

Other funds holding LDUR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $530B AUM 22.01% 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 $1.37T 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

Clearstead Advisors's LDUR Position: Q4 2025 in Review

Clearstead Advisors sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q4 2025, closing a stake of 268 shares — an estimated $25.8K sold.

Clearstead Advisors first reported a position in LDUR in Q3 2025 and held it in 1 quarter. The position peaked at $25.8K in Q3 2025. 165 funds tracked by Wall St. Rank hold LDUR as of Q4 2025.

Clearstead Advisors reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 268 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2025, an estimated $25.8K.
Clearstead Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2025 and held it in 1 quarter.
Clearstead Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $25.8K in Q3 2025.
165 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.