FGAM
LDUR icon

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

Financial Gravity Asset 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
2026
Q1 		$19.9K Sell
208
-593
-74% -$56.9K ﹤0.01% 450
2025
Q4 		$76.9K Sell
801
-55
-6% -$5.28K 0.01% 208
2025
Q3 		$82.3K Buy
+856
New +$82K 0.02% 241
2025
Q1 		$92.6K Buy
+965
New +$92.2K 0.02% 235
2024
Q2 		$148K Sell
1,566
-1,307
-45% -$123K 0.04% 150
2024
Q1 		$272K Sell
2,873
-152,898
-98% -$14.5M 0.04% 163
2023
Q4 		$1.22M Buy
155,771
+2,185
+1% +$205K 0.01% 321
2023
Q3 		$1.02M Buy
153,586
+140,356
+1,061% +$13.2M 0.01% 354
2023
Q2 		$1.24K Buy
13,230
+22
+0.2% +$2.08K ﹤0.01% 754
2023
Q1 		$1.26K Buy
+13,208
New +$1.25M 0.04% 342

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