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SSC
Syverson Strege & Co’s
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
Stock Holding History
Syverson Strege & Co’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
$979K
Sell
10,220
-693
-6%
-$66.5K
0.24%
44
2025
Q4
$1.05M
Buy
10,913
+50
+0.5%
+$4.8K
0.25%
42
2025
Q3
$1.04M
Sell
10,863
-2,200
-17%
-$211K
0.25%
48
2025
Q2
$1.25M
Buy
13,063
+388
+3%
+$37K
0.3%
38
2025
Q1
$1.22M
Buy
12,675
+425
+3%
+$40.6K
0.39%
27
2024
Q4
$1.16M
Sell
12,250
-238
-2%
-$22.7K
0.39%
26
2024
Q3
$1.2M
Sell
12,488
-1,111
-8%
-$106K
0.4%
25
2024
Q2
$1.29M
Sell
13,599
-22,457
-62%
-$2.12M
0.44%
23
2024
Q1
$3.42M
Buy
36,056
+365
+1%
+$34.6K
1.23%
10
2023
Q4
$3.38M
Buy
35,691
+299
+0.8%
+$28.1K
1.31%
9
2023
Q3
$3.32M
Buy
35,392
+634
+2%
+$59.4K
1.48%
8
2023
Q2
$3.26M
Sell
34,758
-2,192
-6%
-$207K
1.4%
10
2023
Q1
$3.51M
Buy
36,950
+1,004
+3%
+$94.9K
1.5%
10
2022
Q4
$3.39M
Buy
35,946
+814
+2%
+$76.5K
1.54%
11
2022
Q3
$3.33M
Sell
35,132
-255
-0.7%
-$24.4K
1.69%
11
2022
Q2
$3.4M
Buy
35,387
+11,093
+46%
+$1.07M
1.25%
17
2022
Q1
$2.37M
Buy
24,294
+936
+4%
+$93K
2.58%
10
2021
Q4
$2.35M
Buy
23,358
+1,084
+5%
+$110K
1.74%
14
2021
Q3
$2.27M
Buy
22,274
+64
+0.3%
+$6.51K
1.81%
14
2021
Q2
$2.26M
Buy
22,210
+21,401
+2,645%
+$2.18M
2.01%
13
2021
Q1
$82K
Buy
+809
New
+$82.6K
0.09%
94
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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