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

Arkadios Wealth Advisors’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	–	Sell	-4,413	Closed	-$423K	–	1835
2026 Q1	$423K	Buy	+4,413	New	+$424K	0.01%	1196
2022 Q2	–	Sell	-2,809	Closed	-$274K	–	581
2022 Q1	$274K	Sell	2,809 -160	-5%	-$15.9K	0.04%	449
2021 Q4	$299K	Hold	2,969	–	–	0.04%	455
2021 Q3	$302K	Sell	2,969 -810	-21%	-$82.4K	0.04%	406
2021 Q2	$384K	Sell	3,779 -611	-14%	-$62.2K	0.05%	385
2021 Q1	$447K	Sell	4,390 -3,375	-43%	-$345K	0.07%	267
2020 Q4	$792K	Buy	7,765 +326	+4%	+$33.3K	0.17%	137
2020 Q3	$759K	Buy	7,439 +6	+0.1%	+$612	0.38%	57
2020 Q2	$758K	Buy	+7,433	New	+$745K	0.42%	52

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

Arkadios Wealth Advisors's LDUR Position: Q2 2026 in Review

Arkadios Wealth Advisors sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2026, closing a stake of 4,413 shares — an estimated $423K sold.

Arkadios Wealth Advisors first reported a position in LDUR in Q2 2020 and held it in 9 quarters. The position peaked at $792K in Q4 2020. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Arkadios Wealth Advisors reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
Arkadios Wealth Advisors sold 4,413 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $423K.
Arkadios Wealth Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2020 and held it in 9 quarters.
Arkadios Wealth Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $792K 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 Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.