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

Key Financial Inc’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	-170	Closed	-$16.3K	–	1483
2025 Q2	$16.3K	Sell	170 -127	-43%	-$12.1K	﹤0.01%	738
2025 Q1	$28.5K	Hold	297	–	–	0.01%	585
2024 Q4	$28.2K	Hold	297	–	–	0.01%	576
2024 Q3	$28.5K	Buy	+297	New	+$28.3K	0.01%	577

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

Key Financial Inc's LDUR Position: Q3 2025 in Review

Key Financial Inc sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q3 2025, closing a stake of 170 shares — an estimated $16.3K sold.

Key Financial Inc first reported a position in LDUR in Q3 2024 and held it in 4 quarters. The position peaked at $28.5K in Q1 2025. 151 funds tracked by Wall St. Rank hold LDUR as of Q3 2025.

Key Financial Inc reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
Key Financial Inc sold 170 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2025, an estimated $16.3K.
Key Financial Inc first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2024 and held it in 4 quarters.
Key Financial Inc's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $28.5K in Q1 2025.
151 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2025.

Based on Key Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.