Atria Investments’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Atria Investments’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	$5.22M	Sell	54,610 -67,749	-55%	-$6.47M	0.05%	379
2026 Q1	$11.7M	Buy	122,359 +67,005	+121%	+$6.43M	0.13%	165
2025 Q4	$5.31M	Sell	55,354 -759	-1%	-$72.9K	0.06%	359
2025 Q3	$5.39M	Sell	56,113 -7,886	-12%	-$755K	0.06%	369
2025 Q2	$6.13M	Buy	63,999 +38,329	+149%	+$3.66M	0.07%	315
2025 Q1	$2.46M	Buy	+25,670	New	+$2.45M	0.03%	623
2022 Q1	–	Sell	-29,069	Closed	-$2.92M	–	905
2021 Q4	$2.92M	Buy	29,069 +2,219	+8%	+$224K	0.05%	419
2021 Q3	$2.73M	Sell	26,850 -1,653	-6%	-$168K	0.05%	413
2021 Q2	$2.9M	Buy	28,503 +3,964	+16%	+$404K	0.06%	383
2021 Q1	$2.5M	Buy	24,539 +5,599	+30%	+$572K	0.06%	385
2020 Q4	$1.93M	Buy	18,940 +3,223	+21%	+$329K	0.05%	427
2020 Q3	$1.61M	Buy	+15,717	New	+$1.6M	0.05%	402
2020 Q2	–	Sell	-4,943	Closed	-$489K	–	674
2020 Q1	$489K	Buy	+4,943	New	+$493K	0.04%	358

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

Atria Investments's LDUR Position: Q2 2026 in Review

Atria Investments reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 55% in Q2 2026, selling an estimated $6.47M and leaving 54,610 shares worth $5.22M. The position accounts for 0.05% of the portfolio, ranked #379.

Atria Investments first reported a position in LDUR in Q1 2020 and has held it in 13 quarters since. The position peaked at $11.7M in Q1 2026. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Atria Investments held 54,610 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $5.22M as of Q2 2026.
Atria Investments sold 67,749 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $6.47M.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.05% of Atria Investments's portfolio in Q2 2026, its #379 holding.
Atria Investments first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2020 and has held it in 13 quarters since.
Atria Investments's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $11.7M in Q1 2026.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.