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Pimco Exch Traded Fund shares owned by Charter Capital Management

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

Historical chart of Charter Capital 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 Charter Capital 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 Charter Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $746k 7.8k 95.95
2025-09-30 $747k 7.8k 96.15
2025-06-30 $785k 8.2k 95.84

More positions owned by Charter Capital Management

Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Fidelity Covington Trust Divid Etf Risi (FDRR)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Us Bancorp Del Com New (USB)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
CSX Corporation (CSX)

View all positions for Charter Capital Management

Top funds holding Pimco Exch Traded Fund

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

View all funds holding Pimco Exch Traded Fund