Advocacy Wealth Management Services’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Advocacy Wealth Management Services’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	$107M	Buy	1,115,335 +34,527	+3%	+$3.3M	3.87%	6
2026 Q1	$104M	Buy	1,080,808 +168,909	+19%	+$16.2M	4.58%	4
2025 Q4	$87.5M	Buy	911,899 +20,348	+2%	+$1.95M	3.66%	9
2025 Q3	$85.7M	Buy	891,551 +451,566	+103%	+$43.2M	3.72%	7
2025 Q2	$42.2M	Buy	439,985 +30,297	+7%	+$2.89M	2.59%	13
2025 Q1	$39.3M	Sell	409,688 -408,951	-50%	-$39.1M	2.68%	15
2024 Q4	$77.8M	Buy	818,639 +7,605	+0.9%	+$724K	5.91%	3
2024 Q3	$77.8M	Buy	811,034 +16,086	+2%	+$1.53M	6.11%	3
2024 Q2	$75.3M	Buy	794,948 +407,920	+105%	+$38.5M	6.21%	3
2024 Q1	$36.7M	Buy	387,028 +31,169	+9%	+$2.96M	3.16%	13
2023 Q4	$33.7M	Buy	355,859 +81,154	+30%	+$7.62M	3.2%	12
2023 Q3	$25.8M	Buy	+274,705	New	+$25.7M	2.86%	13

Other funds holding LDUR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advocacy Wealth Management Services's LDUR Position: Q2 2026 in Review

Advocacy Wealth Management Services increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 3.2% in Q2 2026, buying an estimated $3.3M and bringing the position to 1,115,335 shares worth $107M. The position accounts for 3.87% of the portfolio, ranked #6.

Advocacy Wealth Management Services first reported a position in LDUR in Q3 2023 and has held it in 12 quarters since. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Advocacy Wealth Management Services held 1,115,335 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $107M as of Q2 2026.
Advocacy Wealth Management Services bought 34,527 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $3.3M.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 3.87% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #6 holding.
Advocacy Wealth Management Services first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2023 and has held it in 12 quarters since.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.