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Pimco Exch Traded Fund shares owned by Keyvantage Wealth

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

Historical chart of Keyvantage Wealth investment in Pimco Exch Traded Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco Exch Traded Fund by Keyvantage Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $645k 6.7k 96.15
2025-06-30 $679k 7.1k 95.83
2025-03-31 $790k 8.2k 95.98

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Jpmorgan Active Growth Etf Etf (JGRO)
Jpmorgan Active Value Etf Etf (JAVA)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Vanguard Mid-cap Etf Etf (VO)
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)
Schwab International Small-cap Equity Etf Etf (SCHC)
Jpmorgan Municipal Etf Etf (JMUB)
Vanguard Small-cap Etf Etf (VB)
Dimensional Us Small Cap Value Etf Etf (DFSV)

View all positions for Keyvantage Wealth

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