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

Gilpin 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
2026
Q3 		$1.04K Hold
11
– – ﹤0.01% 688
2026
Q2 		$1.05K Hold
11
– – ﹤0.01% 504
2026
Q1 		$1.05K Buy
+11
New +$1.06K ﹤0.01% 468

Other funds holding LDUR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWM
BankPlus Wealth Management Jackson, Mississippi $229M AUM 13.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Gilpin Wealth Management's LDUR Position: Q3 2026 in Review

Gilpin Wealth Management held its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) position steady in Q3 2026 at 11 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Gilpin Wealth Management first reported a position in LDUR in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.05K in Q1 2026. 11 funds tracked by Wall St. Rank hold LDUR as of Q3 2026.

  • Gilpin Wealth Management held 11 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $1.04K as of Q3 2026.
  • Gilpin Wealth Management left its PIMCO Enhanced Low Duration Active Exchange-Traded Fund share count unchanged in Q3 2026.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #688 holding.
  • Gilpin Wealth Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2026 and has held it in 3 quarters since.
  • Gilpin Wealth Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $1.05K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.