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Lloyd Advisory Services’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Lloyd Advisory Services’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
2026
Q1 		$24.9K Sell
260
-3,038
-92% -$292K 0.01% 361
2025
Q4 		$316K Buy
3,298
+796
+32% +$76.5K 0.12% 78
2025
Q3 		$241K Sell
2,502
-787
-24% -$75.4K 0.11% 80
2025
Q2 		$315K Buy
+3,289
New +$314K 0.15% 66
2022
Q1 		– Sell
-3
Closed – – 641
2021
Q4 		$0 Buy
+3
New +$304 ﹤0.01% 448
2021
Q1 		– Sell
-3
Closed – – 402
2020
Q4 		$0 Buy
+3
New +$306 ﹤0.01% 378
2020
Q3 		– Sell
-1
Closed – – 361
2020
Q2 		$0 Buy
+1
New +$100 ﹤0.01% 333

Other funds holding LDUR

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AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
LPL Financial
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return