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

Lodestone 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
2026 Q3	$20.2K	Buy	214 +2	+0.9%	+$190	0.01%	435
2026 Q2	$20.3K	Buy	212 +2	+1%	+$191	0.01%	415
2026 Q1	$20.1K	Buy	210 +2	+1%	+$192	0.01%	415
2025 Q4	$20K	Buy	+208	New	+$20K	0.01%	408

Other funds holding LDUR

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

BWM

BankPlus Wealth Management Jackson, Mississippi $229M AUM 13.58% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Lodestone Wealth Management's LDUR Position: Q3 2026 in Review

Lodestone Wealth Management increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 0.94% in Q3 2026, buying an estimated $190 and bringing the position to 214 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #435.

Lodestone Wealth Management first reported a position in LDUR in Q4 2025 and has held it in 4 quarters since. The position peaked at $20.3K in Q2 2026. 16 funds tracked by Wall St. Rank hold LDUR as of Q3 2026.

Lodestone Wealth Management held 214 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $20.2K as of Q3 2026.
Lodestone Wealth Management bought 2 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2026, an estimated $190.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #435 holding.
Lodestone Wealth Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2025 and has held it in 4 quarters since.
Lodestone Wealth Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $20.3K in Q2 2026.
16 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.