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Pimco Exch Traded Fund shares owned by BankPlus Wealth Management

Quarter-by-quarter ownership of Pimco Exch Traded Fund (LDUR) shares owned by BankPlus Wealth Management from 13F filings

Historical chart of BankPlus Wealth Management investment in Pimco Exch Traded Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Exch Traded Fund held by BankPlus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Exch Traded Fund by BankPlus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 11k 96.15
2025-06-30 $864k 9.0k 95.82
2025-03-31 $818k 8.5k 95.98

More positions owned by BankPlus Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
J P Morgan Exchange Traded F Income Etf (JPIE)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Grwth Etf (EFG)
T Rowe Price Etf Total Return Etf (TOTR)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)

View all positions for BankPlus Wealth Management

Top funds holding Pimco Exch Traded Fund

CWM
Advocacy Wealth Management Services
Wells Fargo & Company
LPL Financial
TD Capital Management
Morgan Stanley
Jpmorgan Chase & Co
Kelly Financial Group
Beacon Capital Management
O'Connor Financial Group
Envestnet Asset Management
UBS Group
Wealth Enhancement Advisory Services
Astor Investment Management
Resources Investment Advisors

View all funds holding Pimco Exch Traded Fund