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Security Financial Services’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Security 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
2024
Q4 		– Sell
-3,086
Closed -$296K – 172
2024
Q3 		$296K Buy
3,086
+864
+39% +$82.4K 0.06% 132
2024
Q2 		$210K Buy
+2,222
New +$210K 0.05% 159

Other funds holding LDUR

Carson Wealth (CWM LLC)
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
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $244M AUM 13.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Security Financial Services's LDUR Position: Q4 2024 in Review

Security Financial Services sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q4 2024, closing a stake of 3,086 shares — an estimated $296K sold.

Security Financial Services first reported a position in LDUR in Q2 2024 and held it in 2 quarters. The position peaked at $296K in Q3 2024. 158 funds tracked by Wall St. Rank hold LDUR as of Q4 2024.

  • Security Financial Services reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • Security Financial Services sold 3,086 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2024, an estimated $296K.
  • Security Financial Services first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2024 and held it in 2 quarters.
  • Security Financial Services's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $296K in Q3 2024.
  • 158 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2024.

Based on Security Financial Services's 13F filing for Q4 2024, filed 13 Feb 2025.