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

Hubbell Strickland 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 Q1	–	Sell	-2,331	Closed	-$221K	–	80
2024 Q4	$221K	Buy	2,331 +17	+0.7%	+$1.62K	0.11%	69
2024 Q3	$222K	Sell	2,314 -110	-5%	-$10.5K	0.1%	68
2024 Q2	$230K	Sell	2,424 -14	-0.6%	-$1.32K	0.12%	66
2024 Q1	$231K	Sell	2,438 -46	-2%	-$4.36K	0.12%	67
2023 Q4	$235K	Sell	2,484 -109	-4%	-$10.2K	0.13%	65
2023 Q3	$243K	Buy	2,593 +18	+0.7%	+$1.69K	0.15%	62
2023 Q2	$241K	Buy	2,575 +17	+0.7%	+$1.6K	0.14%	62
2023 Q1	$243K	Buy	2,558 +44	+2%	+$4.16K	0.15%	59
2022 Q4	$237K	Buy	+2,514	New	+$236K	0.14%	57

Other funds holding LDUR

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

TCM

TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hubbell Strickland Wealth Management's LDUR Position: Q1 2025 in Review

Hubbell Strickland Wealth Management sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2025, closing a stake of 2,331 shares — an estimated $221K sold.

Hubbell Strickland Wealth Management first reported a position in LDUR in Q4 2022 and held it in 9 quarters. The position peaked at $243K in Q3 2023. 158 funds tracked by Wall St. Rank hold LDUR as of Q1 2025.

Hubbell Strickland Wealth Management reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Hubbell Strickland Wealth Management sold 2,331 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2025, an estimated $221K.
Hubbell Strickland Wealth Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2022 and held it in 9 quarters.
Hubbell Strickland Wealth Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $243K in Q3 2023.
158 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2025.

Based on Hubbell Strickland Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.