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Pimco Exch Traded Fund shares owned by Advocacy Wealth Management Services

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

Historical chart of Advocacy Wealth Management Services investment in Pimco Exch Traded Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco Exch Traded Fund by Advocacy Wealth Management Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $37M 387k 94.86
2023-12-31 $34M 356k 94.76
2023-09-30 $26M 275k 93.74

More positions owned by Advocacy Wealth Management Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Msci Emrg Chn (EMXC)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr TRS FLT RT BD (TFLO)
Angel Oak Funds Trust Income Etf (CARY)
Doubleline Etf Trust Mortgage Etf (DMBS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Advocacy Wealth Management Services

Top funds holding Pimco Exch Traded Fund

CWM
Bank of America Corporation
Advocacy Wealth Management Services
TD Capital Management
Elwood & Goetz Wealth Advisory Group
HighTower Advisors
Royal Bank of Canada
UBS Group
O'Connor Financial Group
HPM Partners
Financial Gravity Wealth
Vickerman Investment Advisors
Access Financial Services
Dynamic Advisors Solutions
Pamela Horwath

View all funds holding Pimco Exch Traded Fund