Arax Advisory Partners’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Arax Advisory Partners’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	$473K	Buy	4,943 +2,259	+84%	+$216K	﹤0.01%	1673
2026 Q1	$257K	Buy	2,684 +2,177	+429%	+$209K	0.01%	956
2025 Q4	$48.6K	Buy	+507	New	+$48.7K	﹤0.01%	1622
2025 Q3	–	Sell	-793	Closed	-$76K	–	4015
2025 Q2	$76K	Buy	793 +645	+436%	+$61.6K	﹤0.01%	1062
2025 Q1	$14.2K	Buy	+148	New	+$14.1K	﹤0.01%	1451

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

Arax Advisory Partners's LDUR Position: Q2 2026 in Review

Arax Advisory Partners increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 84% in Q2 2026, buying an estimated $216K and bringing the position to 4,943 shares worth $473K. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

Arax Advisory Partners first reported a position in LDUR in Q1 2025 and has held it in 5 quarters since. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Arax Advisory Partners held 4,943 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $473K as of Q2 2026.
Arax Advisory Partners bought 2,259 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $216K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1673 holding.
Arax Advisory Partners first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2025 and has held it in 5 quarters since.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.