Avestar Capital’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Avestar Capital’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	$1.72M	Buy	17,986 +612	+4%	+$58.4K	0.1%	156
2026 Q1	$1.66M	Buy	17,374 +548	+3%	+$52.6K	0.11%	147
2025 Q4	$1.62M	Buy	16,826 +721	+4%	+$69.2K	0.11%	150
2025 Q3	$1.55M	Sell	16,105 -985	-6%	-$94.3K	0.1%	154
2025 Q2	$1.64M	Buy	17,090 +335	+2%	+$32K	0.11%	138
2025 Q1	$1.61M	Sell	16,755 -1,032	-6%	-$98.6K	0.14%	126
2024 Q4	$1.7M	Sell	17,787 -1,605	-8%	-$153K	0.14%	117
2024 Q3	$1.86M	Sell	19,392 -1,638	-8%	-$156K	0.19%	99
2024 Q2	$1.99M	Sell	21,030 -884	-4%	-$83.5K	0.2%	92
2024 Q1	$2.08M	Buy	21,914 +11,784	+116%	+$1.12M	0.22%	89
2023 Q4	$964K	Buy	10,130 +1,529	+18%	+$144K	0.11%	119
2023 Q3	$806K	Sell	8,601 -1,530	-15%	-$143K	0.11%	115
2023 Q2	$950K	Buy	10,131 +164	+2%	+$15.5K	0.15%	85
2023 Q1	$946K	Buy	9,967 +368	+4%	+$34.8K	0.17%	79
2022 Q4	$907K	Sell	9,599 -6,477	-40%	-$609K	0.16%	83
2022 Q3	$1.52M	Buy	16,076 +1,590	+11%	+$152K	0.39%	48
2022 Q2	$1.39M	Buy	+14,486	New	+$1.4M	0.34%	50

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

Avestar Capital's LDUR Position: Q2 2026 in Review

Avestar Capital increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 3.5% in Q2 2026, buying an estimated $58.4K and bringing the position to 17,986 shares worth $1.72M. The position accounts for 0.1% of the portfolio, ranked #156.

Avestar Capital first reported a position in LDUR in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.08M in Q1 2024. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Avestar Capital held 17,986 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $1.72M as of Q2 2026.
Avestar Capital bought 612 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $58.4K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.1% of Avestar Capital's portfolio in Q2 2026, its #156 holding.
Avestar Capital first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2022 and has held it in 17 quarters since.
Avestar Capital's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $2.08M in Q1 2024.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.