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

SYM Financial Corp’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	–	Sell	-82	Closed	-$7.86K	–	442
2025 Q2	$7.86K	Hold	82	–	–	﹤0.01%	403
2025 Q1	$7.87K	Buy	+82	New	+$7.83K	﹤0.01%	341
2023 Q2	–	Sell	-4,291	Closed	-$407K	–	129
2023 Q1	$407K	Sell	4,291 -1,380	-24%	-$130K	0.09%	36
2022 Q4	$535K	Sell	5,671 -1,555	-22%	-$146K	0.13%	29
2022 Q3	$684K	Sell	7,226 -890	-11%	-$85.1K	0.33%	28
2022 Q2	$779K	Hold	8,116	–	–	0.37%	20
2022 Q1	$792K	Buy	+8,116	New	+$806K	0.34%	19

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

SYM Financial Corp's LDUR Position: Q3 2025 in Review

SYM Financial Corp sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q3 2025, closing a stake of 82 shares — an estimated $7.86K sold.

SYM Financial Corp first reported a position in LDUR in Q1 2022 and held it in 7 quarters. The position peaked at $792K in Q1 2022. 151 funds tracked by Wall St. Rank hold LDUR as of Q3 2025.

SYM Financial Corp reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
SYM Financial Corp sold 82 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2025, an estimated $7.86K.
SYM Financial Corp first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2022 and held it in 7 quarters.
SYM Financial Corp's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $792K in Q1 2022.
151 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2025.

Based on SYM Financial Corp's 13F filing for Q3 2025, filed 3 Nov 2025.