FFA
LDUR icon

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

Farther Finance 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
2026
Q1 		$2.36M Buy
24,721
+4,834
+24% +$464K 0.02% 573
2025
Q4 		$1.91M Buy
19,887
+6,224
+46% +$598K 0.02% 603
2025
Q3 		$1.31M Sell
13,663
-3,187
-19% -$305K 0.02% 607
2025
Q2 		$1.61M Buy
16,850
+4,931
+41% +$471K 0.03% 430
2025
Q1 		$1.14M Buy
11,919
+2,688
+29% +$257K 0.03% 455
2024
Q4 		$877K Buy
9,231
+788
+9% +$75K 0.03% 405
2024
Q3 		$810K Sell
8,443
-1,630
-16% -$155K 0.03% 411
2024
Q2 		$951K Buy
10,073
+6,671
+196% +$630K 0.05% 313
2024
Q1 		$321K Buy
+3,402
New +$323K 0.02% 518
2023
Q4 		– Sell
-32
Closed -$3K – 3592
2023
Q3 		$3K Hold
32
– – ﹤0.01% 1702
2023
Q2 		$3K Hold
32
– – ﹤0.01% 1612
2023
Q1 		$3.04K Hold
32
– – ﹤0.01% 1493
2022
Q4 		$3.02K Buy
+32
New +$3.01K ﹤0.01% 1309

Other funds holding LDUR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return