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

Future Financial Wealth 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 Q4	–	Sell	-300	Closed	-$28.8K	–	287
2025 Q3	$28.8K	Hold	300	–	–	0.02%	308
2025 Q2	$28.7K	Hold	300	–	–	0.02%	293
2025 Q1	$28.8K	Hold	300	–	–	0.02%	288
2024 Q4	$28.5K	Hold	300	–	–	0.02%	292
2024 Q3	$28.8K	Buy	+300	New	+$28.6K	0.02%	305
2024 Q2	–	Sell	-630	Closed	-$59.8K	–	297
2024 Q1	$59.8K	Buy	+630	New	+$59.7K	0.05%	240
2023 Q2	–	Sell	-14,334	Closed	-$1.36M	–	117
2023 Q1	$1.36M	Buy	14,334 +10,549	+279%	+$997K	1.49%	19
2022 Q4	$357K	Buy	3,785 +1,160	+44%	+$109K	0.41%	75
2022 Q3	$252K	Sell	2,625 -5,728	-69%	-$548K	0.29%	88
2022 Q2	$815K	Hold	8,353	–	–	0.8%	47
2022 Q1	$815K	Sell	8,353 -896	-10%	-$89K	0.68%	47
2021 Q4	$931K	Sell	9,249 -2,132	-19%	-$216K	0.74%	39
2021 Q3	$1.16M	Hold	11,381	–	–	1.19%	26
2021 Q2	$1.16M	Buy	11,381 +8,624	+313%	+$879K	1.19%	26
2021 Q1	$281K	Buy	+2,757	New	+$281K	0.32%	84

Other funds holding LDUR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Future Financial Wealth Management's LDUR Position: Q4 2025 in Review

Future Financial Wealth Management sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q4 2025, closing a stake of 300 shares — an estimated $28.8K sold.

Future Financial Wealth Management first reported a position in LDUR in Q1 2021 and held it in 15 quarters. The position peaked at $1.36M in Q1 2023. 165 funds tracked by Wall St. Rank hold LDUR as of Q4 2025.

Future Financial Wealth Management reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 300 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2025, an estimated $28.8K.
Future Financial Wealth Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2021 and held it in 15 quarters.
Future Financial Wealth Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $1.36M in Q1 2023.
165 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.