NorthRock Partners’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

NorthRock Partners’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	-55	Closed	-$5.31K	–	829
2025 Q1	$5.31K	Sell	55 -129	-70%	-$12.3K	﹤0.01%	798
2024 Q4	$17.6K	Buy	184 +2	+1%	+$190	﹤0.01%	706
2024 Q3	$17.5K	Buy	182 +128	+237%	+$12.2K	﹤0.01%	753
2024 Q2	$5.12K	Buy	54 +1	+2%	+$94	﹤0.01%	770
2024 Q1	$5.07K	Buy	+53	New	+$5.03K	﹤0.01%	762

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 $2.26B AUM 13.25% 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

NorthRock Partners's LDUR Position: Q2 2025 in Review

NorthRock Partners sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2025, closing a stake of 55 shares — an estimated $5.31K sold.

NorthRock Partners first reported a position in LDUR in Q1 2024 and held it in 5 quarters. The position peaked at $17.6K in Q4 2024. 159 funds tracked by Wall St. Rank hold LDUR as of Q2 2025.

NorthRock Partners reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
NorthRock Partners sold 55 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2025, an estimated $5.31K.
NorthRock Partners first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2024 and held it in 5 quarters.
NorthRock Partners's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $17.6K in Q4 2024.
159 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.