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Pimco Exch Traded Fund shares owned by MAI Wealth Advisors

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

Historical chart of MAI 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 MAI 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.2k 85 96.15
2025-06-30 $2.2k 23 95.87
2025-03-31 $2.2k 23 96.00
2024-12-31 $34k 355 95.05

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View all positions for MAI Wealth Advisors

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