Watts Gwilliam & Co’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Watts Gwilliam & 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
2025 Q3	$370K	Buy	+3,845	New	+$368K	0.06%	163
2025 Q2	–	Sell	-2,669	Closed	-$256K	–	233
2025 Q1	$256K	Sell	2,669 -263	-9%	-$25.1K	0.06%	175
2024 Q4	$278K	Sell	2,932 -1,841	-39%	-$175K	0.06%	171
2024 Q3	$455K	Buy	+4,773	New	+$455K	0.1%	128
2024 Q1	$455K	Buy	+4,814	New	+$457K	0.14%	117

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

Watts Gwilliam & Co's LDUR Position: Q3 2025 in Review

Watts Gwilliam & Co opened a new position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q3 2025: 3,845 shares worth $370K. The stake represents 0.06% of the portfolio and ranks #163 among its holdings. This is a return to the name: Watts Gwilliam & Co previously reported a position in LDUR as recently as Q1 2025.

Watts Gwilliam & Co first reported a position in LDUR in Q1 2024 and has held it in 5 quarters since. The position peaked at $455K in Q3 2024. 151 funds tracked by Wall St. Rank hold LDUR as of Q3 2025.

Watts Gwilliam & Co held 3,845 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $370K as of Q3 2025.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund was a new Watts Gwilliam & Co position in Q3 2025.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.06% of Watts Gwilliam & Co's portfolio in Q3 2025, its #163 holding.
Watts Gwilliam & Co first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2024 and has held it in 5 quarters since.
Watts Gwilliam & Co's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $455K in Q3 2024.
151 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.