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

JGP 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 Q3	–	Sell	-6,380	Closed	-$611K	–	216
2025 Q2	$611K	Buy	+6,380	New	+$609K	0.07%	122

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.78B AUM 14.7% 1-Year Est. Return

JGP Wealth Management's LDUR Position: Q3 2025 in Review

JGP Wealth Management sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q3 2025, closing a stake of 6,380 shares — an estimated $611K sold.

JGP Wealth Management first reported a position in LDUR in Q2 2025 and held it in 1 quarter. The position peaked at $611K in Q2 2025. 151 funds tracked by Wall St. Rank hold LDUR as of Q3 2025.

JGP Wealth Management reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
JGP Wealth Management sold 6,380 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2025, an estimated $611K.
JGP Wealth Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2025 and held it in 1 quarter.
JGP Wealth Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $611K in Q2 2025.
151 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2025.

Based on JGP Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.