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Pimco Exch Traded Fund shares owned by Caldwell Trust

Quarter-by-quarter ownership of Pimco Exch Traded Fund (LDUR) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Pimco Exch Traded Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco Exch Traded Fund by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2k 54 96.15

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
Ishares Tr Core S&p500 Etf (IVV)
Eli Lilly & Co. (LLY)
Costco Wholesale Corporation (COST)
Blackrock (BLK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Nextera Energy (NEE)
Mastercard Incorporated Cl A (MA)

View all positions for Caldwell Trust

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