Financial Advocates Investment Management’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Financial Advocates Investment 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	–	Sell	-4,000	Closed	-$384K	–	711
2025 Q1	$384K	Buy	+4,000	New	+$382K	0.03%	495
2022 Q1	–	Sell	-2,000	Closed	-$201K	–	776
2021 Q4	$201K	Hold	2,000	–	–	0.01%	733
2021 Q3	$204K	Hold	2,000	–	–	0.01%	705
2021 Q2	$203K	Buy	+2,000	New	+$204K	0.01%	702

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 $2.75B 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 $1.37T 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 $1.81T 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

Financial Advocates Investment Management's LDUR Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2025, closing a stake of 4,000 shares — an estimated $384K sold.

Financial Advocates Investment Management first reported a position in LDUR in Q2 2021 and held it in 4 quarters. The position peaked at $384K in Q1 2025. 160 funds tracked by Wall St. Rank hold LDUR as of Q2 2025.

Financial Advocates Investment Management reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 4,000 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2025, an estimated $384K.
Financial Advocates Investment Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2021 and held it in 4 quarters.
Financial Advocates Investment Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $384K 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 Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.