Dynamic Advisor Solutions’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Dynamic Advisor Solutions’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	$7.44M	Buy	77,855 +7,694	+11%	+$735K	0.21%	113
2026 Q1	$6.72M	Buy	70,161 +2,308	+3%	+$222K	0.21%	105
2025 Q4	$6.51M	Sell	67,853 -31,670	-32%	-$3.04M	0.21%	108
2025 Q3	$9.57M	Buy	99,523 +1,331	+1%	+$127K	0.28%	82
2025 Q2	$9.41M	Buy	98,192 +993	+1%	+$94.8K	0.29%	79
2025 Q1	$9.33M	Buy	97,199 +1,221	+1%	+$117K	0.31%	80
2024 Q4	$9.12M	Buy	95,978 +524	+0.5%	+$49.9K	0.39%	59
2024 Q3	$9.16M	Sell	95,454 -4,601	-5%	-$439K	0.27%	86
2024 Q2	$9.47M	Sell	100,055 -30,288	-23%	-$2.86M	0.3%	78
2024 Q1	$12.4M	Buy	130,343 +8,789	+7%	+$833K	0.42%	54
2023 Q4	$11.5M	Buy	121,554 +41,559	+52%	+$3.9M	0.43%	53
2023 Q3	$7.5M	Buy	79,995 +9,272	+13%	+$869K	0.35%	73
2023 Q2	$6.63M	Buy	70,723 +20,178	+40%	+$1.91M	0.34%	67
2023 Q1	$4.8M	Buy	50,545 +15,682	+45%	+$1.48M	0.28%	98
2022 Q4	$3.29M	Buy	34,863 +12,112	+53%	+$1.14M	0.22%	112
2022 Q3	$2.15M	Buy	+22,751	New	+$2.18M	0.16%	145

Other funds holding LDUR

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

Thayer Financial Hickory, North Carolina $110M AUM

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return