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Pimco Exch Traded Fund shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood 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 Kingswood 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $521k 5.4k 95.82

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View all positions for Kingswood 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