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Pimco Exch Traded Fund shares owned by Lodestone Wealth Management

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

Historical chart of Lodestone Wealth 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 Lodestone Wealth 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 Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $20k 208 95.95

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View all positions for Lodestone Wealth Management

Top funds holding Pimco Exch Traded Fund

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

View all funds holding Pimco Exch Traded Fund