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Everhart Financial Group’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Everhart Financial Group’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
Q3 		$1.33M Buy
+14,093
New +$1.34M 0.08% 131

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Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWM
BankPlus Wealth Management Jackson, Mississippi $229M AUM 13.58% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Everhart Financial Group's LDUR Position: Q3 2026 in Review

Everhart Financial Group opened a new position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q3 2026: 14,093 shares worth $1.33M. The stake represents 0.08% of the portfolio and ranks #131 among its holdings.

11 funds tracked by Wall St. Rank hold LDUR as of Q3 2026.

  • Everhart Financial Group held 14,093 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $1.33M as of Q3 2026.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund was a new Everhart Financial Group position in Q3 2026.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.08% of Everhart Financial Group's portfolio in Q3 2026, its #131 holding.
  • 11 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.