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Pimco Exch Traded Fund shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Pimco Exch Traded Fund (LDUR) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Pimco Exch Traded Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Exch Traded Fund held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Exch Traded Fund by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $64k 666 95.60

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Pimco Exch Traded Fund

FMR
Advocacy Wealth Management Services
LPL Financial
Wells Fargo & Company
Bank of America Corporation
TD Capital Management
Great Valley Advisor Group
Jpmorgan Chase & Co
Kelly Financial Group
Envestnet Asset Management
O'Connor Financial Group
Beacon Capital Management
Royal Bank of Canada
Wealth Enhancement Advisory Services
Resources Investment Advisors

View all funds holding Pimco Exch Traded Fund