American Institute for Advanced Investment Management’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

American Institute for Advanced Investment 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	$437K	Hold	4,573	–	–	0.25%	103
2026 Q1	$438K	Hold	4,573	–	–	0.28%	94
2025 Q4	$439K	Buy	4,573 +350	+8%	+$33.6K	0.28%	88
2025 Q3	$406K	Sell	4,223 -200	-5%	-$19.2K	0.27%	92
2025 Q2	$424K	Hold	4,423	–	–	0.3%	89
2025 Q1	$425K	Buy	4,423 +450	+11%	+$43K	0.32%	83
2024 Q4	$377K	Sell	3,973 -525	-12%	-$50K	0.28%	88
2024 Q3	$432K	Sell	4,498 -150	-3%	-$14.3K	0.31%	86
2024 Q2	$440K	Sell	4,648 -160	-3%	-$15.1K	0.34%	78
2024 Q1	$456K	Sell	4,808 -360	-7%	-$34.1K	0.36%	76
2023 Q4	$490K	Sell	5,168 -1,692	-25%	-$159K	0.43%	61
2023 Q3	$643K	Sell	6,860 -500	-7%	-$46.9K	0.6%	49
2023 Q2	$690K	Buy	7,360 +250	+4%	+$23.6K	0.6%	49
2023 Q1	$675K	Sell	7,110 -6,253	-47%	-$591K	0.72%	41
2022 Q4	$1.26M	Sell	13,363 -8,947	-40%	-$841K	1.15%	28
2022 Q3	$2.11M	Sell	22,310 -3,380	-13%	-$323K	1.97%	13
2022 Q2	$2.47M	Buy	25,690 +480	+2%	+$46.5K	2.16%	11
2022 Q1	$2.46M	Buy	25,210 +1,670	+7%	+$166K	1.79%	13
2021 Q4	$2.37M	Buy	23,540 +2,530	+12%	+$256K	1.59%	16
2021 Q3	$2.14M	Buy	21,010 +5,575	+36%	+$567K	1.52%	18
2021 Q2	$1.57M	Buy	15,435 +6,325	+69%	+$644K	1.11%	27
2021 Q1	$929K	Buy	9,110 +6,660	+272%	+$680K	0.71%	47
2020 Q4	$250K	Hold	2,450	–	–	0.2%	90
2020 Q3	$250K	Sell	2,450 -50	-2%	-$5.1K	0.22%	85
2020 Q2	$255K	Buy	+2,500	New	+$251K	0.24%	79

Other funds holding LDUR

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

TCM

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 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

OCFG

O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

American Institute for Advanced Investment Management's LDUR Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) position steady in Q2 2026 at 4,573 shares worth $437K. The position accounts for 0.25% of the portfolio, ranked #103.

American Institute for Advanced Investment Management first reported a position in LDUR in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.47M in Q2 2022. 120 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

American Institute for Advanced Investment Management held 4,573 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $437K as of Q2 2026.
American Institute for Advanced Investment Management left its PIMCO Enhanced Low Duration Active Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.25% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #103 holding.
American Institute for Advanced Investment Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2020 and has held it in 25 quarters since.
American Institute for Advanced Investment Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $2.47M in Q2 2022.
120 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.