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Pimco Exch Traded Fund shares owned by O'Connor Financial Group

Quarter-by-quarter ownership of Pimco Exch Traded Fund (LDUR) shares owned by O'Connor Financial Group from 13F filings

Historical chart of O'Connor Financial Group investment in Pimco Exch Traded Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Exch Traded Fund held by O'Connor Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Exch Traded Fund by O'Connor Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $17M 182k 94.86
2023-12-31 $16M 173k 94.76
2023-09-30 $16M 167k 93.74
2023-06-30 $15M 162k 93.74
2023-03-31 $14M 145k 94.89

More positions owned by O'Connor Financial Group

Pimco Enhanced Low Duration Active Etf Etf (LDUR)
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD)
Vanguard S&p 500 Etf Etf (VOO)
Timothy Plan International Etf Etf (TPIF)
Vanguard Small-cap Etf Etf (VB)
Timothy Plan Fund Timothy Plan Us Large/mid Cap Core Fund Etf (TPLC)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Mid-cap Etf Etf (VO)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr Blackstone Senior Loan Etf Etf (SRLN)
Timothy Plan Us Small Cap Core Etf Etf (TPSC)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares S&p 500 Value Etf Etf (IVE)
Dimensional Emerging Markets Etf Etf (DFEM)

View all positions for O'Connor Financial Group

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