Congress Wealth Management’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Congress Wealth Management’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 Q2	$1.01M	Hold	10,558	–	–	0.01%	701
2025 Q1	$1.01M	Buy	+10,558	New	+$1.01M	0.01%	634

Other funds holding LDUR

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

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

AWMS

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

TCM

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

LPL Financial San Diego, California $445B AUM 25.58% 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

OCFG

O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return

Congress Wealth Management's LDUR Position: Q2 2025 in Review

Congress Wealth Management held its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) position steady in Q2 2025 at 10,558 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #701.

Congress Wealth Management first reported a position in LDUR in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.01M in Q1 2025. 160 funds tracked by Wall St. Rank hold LDUR as of Q2 2025.

Congress Wealth Management held 10,558 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $1.01M as of Q2 2025.
Congress Wealth Management left its PIMCO Enhanced Low Duration Active Exchange-Traded Fund share count unchanged in Q2 2025.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #701 holding.
Congress Wealth Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2025 and has held it in 2 quarters since.
Congress Wealth Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $1.01M in Q1 2025.
160 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.