Moloney Securities Asset Management’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Moloney Securities Asset 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
2025 Q3	$232K	Sell	2,412 -172	-7%	-$16.5K	0.03%	417
2025 Q2	$248K	Hold	2,584	–	–	0.03%	403
2025 Q1	$248K	Buy	+2,584	New	+$247K	0.03%	397
2022 Q2	–	Sell	-2,100	Closed	-$205K	–	410
2022 Q1	$205K	Buy	+2,100	New	+$209K	0.04%	377

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

Moloney Securities Asset Management's LDUR Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 6.7% in Q3 2025, selling an estimated $16.5K and leaving 2,412 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #417.

Moloney Securities Asset Management first reported a position in LDUR in Q1 2022 and has held it in 4 quarters since. The position peaked at $248K in Q1 2025. 151 funds tracked by Wall St. Rank hold LDUR as of Q3 2025.

Moloney Securities Asset Management held 2,412 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $232K as of Q3 2025.
Moloney Securities Asset Management sold 172 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2025, an estimated $16.5K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.03% of Moloney Securities Asset Management's portfolio in Q3 2025, its #417 holding.
Moloney Securities Asset Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2022 and has held it in 4 quarters since.
Moloney Securities Asset Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $248K 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 Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.