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

Vickerman Investment Advisors’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	-88,028	Closed	-$8.36M	–	85
2024 Q4	$8.36M	Sell	88,028 -13,493	-13%	-$1.28M	2.27%	11
2024 Q3	$9.74M	Buy	101,521 +97	+0.1%	+$9.25K	2.86%	9
2024 Q2	$9.6M	Sell	101,424 -40,492	-29%	-$3.82M	3.08%	7
2024 Q1	$13.5M	Buy	141,916 +1,587	+1%	+$150K	4.34%	5
2023 Q4	$13.3M	Buy	+140,329	New	+$13.2M	4.53%	5

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

Vickerman Investment Advisors's LDUR Position: Q1 2025 in Review

Vickerman Investment Advisors sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2025, closing a stake of 88,028 shares — an estimated $8.36M sold.

Vickerman Investment Advisors first reported a position in LDUR in Q4 2023 and held it in 5 quarters. The position peaked at $13.5M in Q1 2024. 158 funds tracked by Wall St. Rank hold LDUR as of Q1 2025.

Vickerman Investment Advisors reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
Vickerman Investment Advisors sold 88,028 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2025, an estimated $8.36M.
Vickerman Investment Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2023 and held it in 5 quarters.
Vickerman Investment Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $13.5M in Q1 2024.
158 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2025.

Based on Vickerman Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.