LDUR — PIMCO ETF TR

Ownership history in WIN ADVISORS, INC  ·  4 quarters on record

This page tracks every 13F SEC filing in which WIN ADVISORS, INC reported a position in PIMCO ETF TR (LDUR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.63% (2023 Q4)
Avg. % of fund
0.47%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 8,918 +698 +8.5% 0.42% $857K $94.10
2025 Q2 REDUCED 8,220 -873 -9.6% 0.38% $788K $92.71
2025 Q1 REDUCED 9,093 -5,537 -37.8% 0.45% $873K $91.79
2023 Q4 INITIATED 14,630 — — 0.63% $1.4M —
% of Fund (quarterly)    LDUR price (monthly, adj. close)

Other funds also holding LDUR

As of 2025 Q4 — sorted by position size

O'Connor Financial Group LLC 8.87% AIFG Consultants Ltd. 7.08% TD Capital Management LLC 3Y 7Y 3.67% Advocacy Wealth Management, LLC 3Y 7Y 3.66% CarsonAllaria Wealth Management, Ltd. 3Y 2.98% Beckerman Institutional, LLC 2.96% Treasure Coast Financial Planning 3Y 2.29% Barnes Wealth Management Group, Inc 1.47% Legacy Capital Group California, Inc. 1.06% Beacon Capital Management, Inc. 3Y 7Y 0.91%
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