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Pimco Exch Traded Fund shares owned by Heritage Oak Wealth Advisors

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

Historical chart of Heritage Oak Wealth Advisors investment in Pimco Exch Traded Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco Exch Traded Fund by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.2M 76k 95.82

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
Spdr Series Trust State Street Spd (BIL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Managed Portfolio Series Kensington Hedge (KHPI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Managed Portfolio Series Kensington Cr Op (KAMO)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Apple (AAPL)
Managed Portfolio Series Leuthold Select (LST)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Us Br Del Se Etf (IAI)

View all positions for Heritage Oak Wealth Advisors

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