Synergy Investment Management’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Synergy Investment Management’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	-199	Closed	-$19.1K	–	363
2025 Q1	$19.1K	Hold	199	–	–	0.01%	318
2024 Q4	$18.9K	Buy	+199	New	+$18.9K	0.01%	326

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

Synergy Investment Management's LDUR Position: Q2 2025 in Review

Synergy Investment Management sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2025, closing a stake of 199 shares — an estimated $19.1K sold.

Synergy Investment Management first reported a position in LDUR in Q4 2024 and held it in 2 quarters. The position peaked at $19.1K in Q1 2025. 159 funds tracked by Wall St. Rank hold LDUR as of Q2 2025.

Synergy Investment Management reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
Synergy Investment Management sold 199 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2025, an estimated $19.1K.
Synergy Investment Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2024 and held it in 2 quarters.
Synergy Investment Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $19.1K in Q1 2025.
159 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.