Continuum Advisory’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Continuum Advisory’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	–	Sell	-262	Closed	-$25.1K	–	1076
2025 Q1	$25.1K	Hold	262	–	–	﹤0.01%	820
2024 Q4	$24.9K	Hold	262	–	–	﹤0.01%	810
2024 Q3	$24.9K	Hold	262	–	–	﹤0.01%	806
2024 Q2	$24.8K	Hold	262	–	–	﹤0.01%	756
2024 Q1	$24.7K	Buy	+262	New	+$24.8K	﹤0.01%	742
2021 Q1	–	Sell	-1,996	Closed	-$204K	–	176
2020 Q4	$204K	Sell	1,996 -810	-29%	-$82.7K	0.09%	148
2020 Q3	$286K	Sell	2,806 -815	-23%	-$83.1K	0.16%	121
2020 Q2	$369K	Sell	3,621 -830	-19%	-$83.2K	0.23%	92
2020 Q1	$434K	Buy	+4,451	New	+$444K	0.29%	77

Other funds holding LDUR

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

OCFG

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

Continuum Advisory's LDUR Position: Q2 2025 in Review

Continuum Advisory sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2025, closing a stake of 262 shares — an estimated $25.1K sold.

Continuum Advisory first reported a position in LDUR in Q1 2020 and held it in 9 quarters. The position peaked at $434K in Q1 2020. 159 funds tracked by Wall St. Rank hold LDUR as of Q2 2025.

Continuum Advisory reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 262 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2025, an estimated $25.1K.
Continuum Advisory first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2020 and held it in 9 quarters.
Continuum Advisory's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $434K in Q1 2020.
159 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.