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

ORG 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
Q1 		– Sell
-64
Closed -$6.08K – 1516
2024
Q4 		$6.08K Buy
+64
New +$6.09K ﹤0.01% 981

Other funds holding LDUR

Carson Wealth (CWM LLC)
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ORG Partners's LDUR Position: Q1 2025 in Review

ORG Partners sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2025, closing a stake of 64 shares — an estimated $6.08K sold.

ORG Partners first reported a position in LDUR in Q4 2024 and held it in 1 quarter. The position peaked at $6.08K in Q4 2024. 158 funds tracked by Wall St. Rank hold LDUR as of Q1 2025.

  • ORG Partners reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
  • ORG Partners sold 64 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2025, an estimated $6.08K.
  • ORG Partners first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2024 and held it in 1 quarter.
  • ORG Partners's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $6.08K in Q4 2024.
  • 158 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.