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PFS
Prospera Financial Services’s
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
Stock Holding History
Prospera Financial Services’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
2026
Q1
$536K
Sell
5,590
-2,772
-33%
-$266K
0.01%
959
2025
Q4
$804K
Sell
8,362
-188
-2%
-$18.1K
0.01%
761
2025
Q3
$823K
Buy
8,550
+78
+0.9%
+$7.47K
0.01%
761
2025
Q2
$813K
Sell
8,472
-213
-2%
-$20.3K
0.02%
724
2025
Q1
$834K
Sell
8,685
-542
-6%
-$51.8K
0.02%
608
2024
Q4
$878K
Buy
9,227
+43
+0.5%
+$4.09K
0.02%
581
2024
Q3
$883K
Buy
9,184
+100
+1%
+$9.54K
0.02%
534
2024
Q2
$861K
Sell
9,084
-834
-8%
-$78.7K
0.02%
546
2024
Q1
$942K
Buy
9,918
+80
+0.8%
+$7.59K
0.03%
507
2023
Q4
$932K
Sell
9,838
-67
-0.7%
-$6.29K
0.03%
489
2023
Q3
$930K
Sell
9,905
-541
-5%
-$50.7K
0.04%
432
2023
Q2
$981K
Buy
10,446
+303
+3%
+$28.6K
0.04%
423
2023
Q1
$964K
Sell
10,143
-288
-3%
-$27.2K
0.04%
447
2022
Q4
$983K
Sell
10,431
-1,062
-9%
-$99.8K
0.05%
358
2022
Q3
$1.09M
Buy
11,493
+38
+0.3%
+$3.63K
0.06%
345
2022
Q2
$1.1M
Sell
11,455
-4,506
-28%
-$437K
0.06%
352
2022
Q1
$1.56M
Buy
15,961
+437
+3%
+$43.4K
0.07%
324
2021
Q4
$1.56M
Buy
+15,524
New
+$1.57M
0.07%
317
Other funds holding LDUR
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
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
$376B AUM
19.32%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
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
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
GVAG
Great Valley Advisor Group
Wilmington, Delaware
$5.5B AUM
20.56%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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