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

Gries Financial’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 Q3	$217K	Buy	+2,259	New	+$216K	0.03%	300

Other funds holding LDUR

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Gries Financial's LDUR Position: Q3 2025 in Review

Gries Financial opened a new position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q3 2025: 2,259 shares worth $217K. The stake represents 0.03% of the portfolio and ranks #300 among its holdings.

151 funds tracked by Wall St. Rank hold LDUR as of Q3 2025.

Gries Financial held 2,259 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $217K as of Q3 2025.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund was a new Gries Financial position in Q3 2025.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.03% of Gries Financial's portfolio in Q3 2025, its #300 holding.
151 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.