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

Independent Financial Group’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
2024 Q3	–	Sell	-4,228	Closed	-$400K	–	1168
2024 Q2	$400K	Sell	4,228 -14,130	-77%	-$1.33M	0.02%	696
2024 Q1	$1.74M	Buy	18,358 +5,253	+40%	+$498K	0.08%	245
2023 Q4	$1.24M	Buy	13,105 +9,349	+249%	+$878K	0.07%	305
2023 Q3	$352K	Buy	3,756 +323	+9%	+$30.3K	0.02%	596
2023 Q2	$322K	Buy	+3,433	New	+$324K	0.02%	618

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

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OCFG

O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Independent Financial Group's LDUR Position: Q3 2024 in Review

Independent Financial Group sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q3 2024, closing a stake of 4,228 shares — an estimated $400K sold.

Independent Financial Group first reported a position in LDUR in Q2 2023 and held it in 5 quarters. The position peaked at $1.74M in Q1 2024. 149 funds tracked by Wall St. Rank hold LDUR as of Q3 2024.

Independent Financial Group reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
Independent Financial Group sold 4,228 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2024, an estimated $400K.
Independent Financial Group first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2023 and held it in 5 quarters.
Independent Financial Group's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $1.74M in Q1 2024.
149 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2024.

Based on Independent Financial Group's 13F filing for Q3 2024, filed 12 Jun 2026.