Advisornet Financial’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Advisornet Financial’s Portfolio LDUR Stock Details LDUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$212K	Buy	2,219 +22	+1%	+$2.1K	0.01%	636
2026 Q1	$211K	Buy	+2,197	New	+$211K	0.01%	597
2025 Q2	–	Sell	-8	Closed	-$768	–	2327
2025 Q1	$768	Hold	8	–	–	﹤0.01%	1914
2024 Q4	$760	Hold	8	–	–	﹤0.01%	1711
2024 Q3	$768	Hold	8	–	–	﹤0.01%	1977
2024 Q2	$757	Sell	8 -65	-89%	-$6.14K	﹤0.01%	1873
2024 Q1	$6.95K	Sell	73 -471	-87%	-$44.7K	﹤0.01%	1377
2023 Q4	$51.5K	Sell	544 -2,357	-81%	-$221K	﹤0.01%	805
2023 Q3	$272K	Sell	2,901 -1,964	-40%	-$184K	0.02%	394
2023 Q2	$456K	Buy	4,865 +1,085	+29%	+$102K	0.04%	321
2023 Q1	$359K	Buy	3,780 +249	+7%	+$23.5K	0.03%	353
2022 Q4	$333K	Sell	3,531 -734	-17%	-$69K	0.03%	369
2022 Q3	$404K	Buy	4,265 +2,390	+127%	+$229K	0.04%	361
2022 Q2	$180K	Buy	1,875 +1,550	+477%	+$150K	0.02%	533
2022 Q1	$32K	Buy	+325	New	+$32.3K	﹤0.01%	1105

Other funds holding LDUR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Advisornet Financial's LDUR Position: Q2 2026 in Review

Advisornet Financial increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 1% in Q2 2026, buying an estimated $2.1K and bringing the position to 2,219 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #636.

Advisornet Financial first reported a position in LDUR in Q1 2022 and has held it in 15 quarters since. The position peaked at $456K in Q2 2023. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Advisornet Financial held 2,219 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $212K as of Q2 2026.
Advisornet Financial bought 22 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $2.1K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #636 holding.
Advisornet Financial first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2022 and has held it in 15 quarters since.
Advisornet Financial's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $456K in Q2 2023.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.