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

AE Wealth Management’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	$2.09M	Buy	21,831 +728	+3%	+$69.5K	0.01%	648
2026 Q1	$2.02M	Buy	21,103 +1,114	+6%	+$107K	0.01%	641
2025 Q4	$1.92M	Sell	19,989 -581	-3%	-$55.8K	0.01%	614
2025 Q3	$1.98M	Sell	20,570 -460	-2%	-$44.1K	0.01%	572
2025 Q2	$2.02M	Buy	21,030 +12,452	+145%	+$1.19M	0.01%	537
2025 Q1	$823K	Buy	8,578 +2,773	+48%	+$265K	0.01%	761
2024 Q4	$551K	Buy	+5,805	New	+$553K	﹤0.01%	876
2022 Q4	–	Sell	-4,485	Closed	-$425K	–	1870
2022 Q3	$425K	Buy	+4,485	New	+$429K	﹤0.01%	1339
2022 Q1	–	Sell	-22,524	Closed	-$2.27M	–	1758
2021 Q4	$2.27M	Buy	+22,524	New	+$2.28M	0.02%	659
2021 Q1	–	Sell	-33,787	Closed	-$3.45M	–	1534
2020 Q4	$3.45M	Buy	+33,787	New	+$3.45M	0.04%	350
2020 Q3	–	Sell	-23,934	Closed	-$2.44M	–	1330
2020 Q2	$2.44M	Buy	+23,934	New	+$2.4M	0.04%	350

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

AE Wealth Management's LDUR Position: Q2 2026 in Review

AE Wealth Management increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 3.4% in Q2 2026, buying an estimated $69.5K and bringing the position to 21,831 shares worth $2.09M. The position accounts for 0.01% of the portfolio, ranked #648.

AE Wealth Management first reported a position in LDUR in Q2 2020 and has held it in 11 quarters since. The position peaked at $3.45M in Q4 2020. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

AE Wealth Management held 21,831 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $2.09M as of Q2 2026.
AE Wealth Management bought 728 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $69.5K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #648 holding.
AE Wealth Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2020 and has held it in 11 quarters since.
AE Wealth Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $3.45M in Q4 2020.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.