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

Win 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 Q4	–	Sell	-8,918	Closed	-$857K	–	88
2025 Q3	$857K	Buy	8,918 +698	+8%	+$66.8K	0.42%	41
2025 Q2	$788K	Sell	8,220 -873	-10%	-$83.3K	0.38%	42
2025 Q1	$873K	Buy	+9,093	New	+$869K	0.45%	44
2024 Q1	–	Sell	-14,630	Closed	-$1.39M	–	74
2023 Q4	$1.39M	Buy	+14,630	New	+$1.37M	0.63%	34

Other funds holding LDUR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KFG

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

Win Advisors's LDUR Position: Q4 2025 in Review

Win Advisors sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q4 2025, closing a stake of 8,918 shares — an estimated $857K sold.

Win Advisors first reported a position in LDUR in Q4 2023 and held it in 4 quarters. The position peaked at $1.39M in Q4 2023. 165 funds tracked by Wall St. Rank hold LDUR as of Q4 2025.

Win Advisors reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Win Advisors sold 8,918 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2025, an estimated $857K.
Win Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2023 and held it in 4 quarters.
Win Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $1.39M in Q4 2023.
165 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2025.

Based on Win Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.