Means Investment Company’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Means Investment Company’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 Q2	–	Sell	-3,814	Closed	-$366K	–	196
2025 Q1	$366K	Buy	3,814 +38	+1%	+$3.63K	0.04%	137
2024 Q4	$359K	Buy	3,776 +38	+1%	+$3.62K	0.04%	151
2024 Q3	$359K	Buy	3,738 +38	+1%	+$3.62K	0.04%	151
2024 Q2	$350K	Sell	3,700 -122	-3%	-$11.5K	0.04%	147
2024 Q1	$363K	Buy	3,822 +35	+0.9%	+$3.32K	0.05%	147
2023 Q4	$359K	Buy	3,787 +34	+0.9%	+$3.19K	0.05%	145
2023 Q3	$352K	Buy	3,753 +347	+10%	+$32.5K	0.06%	145
2023 Q2	$319K	Sell	3,406 -25	-0.7%	-$2.36K	0.05%	157
2023 Q1	$326K	Buy	3,431 +23	+0.7%	+$2.17K	0.06%	151
2022 Q4	$321K	Buy	+3,408	New	+$320K	0.06%	146

Other funds holding LDUR

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

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 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

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

OCFG

O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return

Means Investment Company's LDUR Position: Q2 2025 in Review

Means Investment Company sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2025, closing a stake of 3,814 shares — an estimated $366K sold.

Means Investment Company first reported a position in LDUR in Q4 2022 and held it in 10 quarters. The position peaked at $366K in Q1 2025. 159 funds tracked by Wall St. Rank hold LDUR as of Q2 2025.

Means Investment Company reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
Means Investment Company sold 3,814 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2025, an estimated $366K.
Means Investment Company first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2022 and held it in 10 quarters.
Means Investment Company's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $366K in Q1 2025.
159 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2025.

Based on Means Investment Company's 13F filing for Q2 2025, filed 25 Jul 2025.