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

Valley Financial Group’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 Q1	–	Sell	-2,218	Closed	-$211K	–	59
2024 Q4	$211K	Sell	2,218 -344	-13%	-$32.8K	0.15%	58
2024 Q3	$246K	Hold	2,562	–	–	0.17%	51
2024 Q2	$243K	Sell	2,562 -34	-1%	-$3.21K	0.18%	49
2024 Q1	$246K	Sell	2,596 -68	-3%	-$6.45K	0.19%	48
2023 Q4	$252K	Buy	+2,664	New	+$250K	0.2%	52

Other funds holding LDUR

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 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 $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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Valley Financial Group's LDUR Position: Q1 2025 in Review

Valley Financial Group sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2025, closing a stake of 2,218 shares — an estimated $211K sold.

Valley Financial Group first reported a position in LDUR in Q4 2023 and held it in 5 quarters. The position peaked at $252K in Q4 2023. 158 funds tracked by Wall St. Rank hold LDUR as of Q1 2025.

Valley Financial Group reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Valley Financial Group sold 2,218 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2025, an estimated $211K.
Valley Financial Group first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2023 and held it in 5 quarters.
Valley Financial Group's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $252K in Q4 2023.
158 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2025.

Based on Valley Financial Group's 13F filing for Q1 2025, filed 14 May 2025.