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Pimco Exch Traded Fund shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of Pimco Exch Traded Fund (LDUR) shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group investment in Pimco Exch Traded Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Exch Traded Fund held by Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Exch Traded Fund by Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $33M 344k 95.82
2025-06-30 $1.9M 20k 95.84
2021-12-31 $316k 3.1k 100.51
2021-09-30 $315k 3.1k 101.97

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World Gold Tr Spdr Gld Minis (GLDM)
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American Centy Etf Tr Avantis Emgmkt (AVEM)
Amazon (AMZN)
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J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Microsoft Corporation (MSFT)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)

View all positions for Great Valley Advisor Group

Top funds holding Pimco Exch Traded Fund

FMR
Advocacy Wealth Management Services
LPL Financial
CWM
Wells Fargo & Company
TD Capital Management
Bank of America Corporation
Envestnet Asset Management
Morgan Stanley
Great Valley Advisor Group
Kelly Financial Group
O'Connor Financial Group
Beacon Capital Management
Gateway Wealth Partners
Brown Advisory Holdings Incorporated

View all funds holding Pimco Exch Traded Fund