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Pimco Exch Traded Fund shares owned by Outlook Wealth Advisors

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

Historical chart of Outlook 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 Outlook 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 Outlook Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $295k 3.1k 95.95
2025-09-30 $304k 3.2k 96.15
2025-06-30 $313k 3.3k 95.83

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View all positions for Outlook Wealth Advisors

Top funds holding Pimco Exch Traded Fund

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

View all funds holding Pimco Exch Traded Fund