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

Mayflower Financial Advisors’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 Q1	–	Sell	-2,690	Closed	-$256K	–	394
2024 Q4	$256K	Sell	2,690 -329	-11%	-$31.3K	0.04%	323
2024 Q3	$290K	Sell	3,019 -1,834	-38%	-$175K	0.04%	296
2024 Q2	$459K	Sell	4,853 -489	-9%	-$46.2K	0.08%	226
2024 Q1	$507K	Buy	5,342 +11	+0.2%	+$1.04K	0.08%	211
2023 Q4	$505K	Buy	5,331 +7	+0.1%	+$658	0.07%	204
2023 Q3	$499K	Sell	5,324 -155	-3%	-$14.5K	0.07%	192
2023 Q2	$514K	Sell	5,479 -6	-0.1%	-$567	0.07%	201
2023 Q1	$520K	Hold	5,485	–	–	0.07%	191
2022 Q4	$517K	Sell	5,485 -437	-7%	-$41.1K	0.07%	191
2022 Q3	$561K	Hold	5,922	–	–	0.09%	165
2022 Q2	$569K	Sell	5,922 -1,218	-17%	-$118K	0.09%	173
2022 Q1	$696K	Buy	7,140 +1,125	+19%	+$112K	0.09%	156
2021 Q4	$605K	Buy	6,015 +3,188	+113%	+$323K	0.08%	173
2021 Q3	$287K	Buy	+2,827	New	+$288K	0.04%	265

Other funds holding LDUR

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

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

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

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mayflower Financial Advisors's LDUR Position: Q1 2025 in Review

Mayflower Financial Advisors sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2025, closing a stake of 2,690 shares — an estimated $256K sold.

Mayflower Financial Advisors first reported a position in LDUR in Q3 2021 and held it in 14 quarters. The position peaked at $696K in Q1 2022. 158 funds tracked by Wall St. Rank hold LDUR as of Q1 2025.

Mayflower Financial Advisors reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Mayflower Financial Advisors sold 2,690 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2025, an estimated $256K.
Mayflower Financial Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2021 and held it in 14 quarters.
Mayflower Financial Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $696K in Q1 2022.
158 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2025.

Based on Mayflower Financial Advisors's 13F filing for Q1 2025, filed 2 May 2025.