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

Financial Gravity Companies’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	$89.4K	Buy	+933	New	+$89K	0.02%	236
2024 Q4	$91.7K	Hold	965	–	–	0.02%	213
2024 Q3	$92.6K	Buy	+965	New	+$92K	0.02%	143

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 $2.26B AUM 13.25% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.56T AUM 27.86% 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 Gravity Companies's LDUR Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2025: 933 shares worth $89.4K. The stake represents 0.02% of the portfolio and ranks #236 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in LDUR as recently as Q4 2024.

Financial Gravity Companies first reported a position in LDUR in Q3 2024 and has held it in 3 quarters since. The position peaked at $92.6K in Q3 2024. 159 funds tracked by Wall St. Rank hold LDUR as of Q2 2025.

Financial Gravity Companies held 933 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $89.4K as of Q2 2025.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund was a new Financial Gravity Companies position in Q2 2025.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.02% of Financial Gravity Companies's portfolio in Q2 2025, its #236 holding.
Financial Gravity Companies first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2024 and has held it in 3 quarters since.
Financial Gravity Companies's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $92.6K in Q3 2024.
159 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.