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

Aviance Capital 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	$1.55M	Buy	16,250 +5,818	+56%	+$556K	0.16%	120
2026 Q1	$1,000K	Sell	10,432 -277	-3%	-$26.6K	0.12%	153
2025 Q4	$1.03M	Sell	10,709 -476	-4%	-$45.7K	0.12%	152
2025 Q3	$1.08M	Buy	11,185 +3,212	+40%	+$308K	0.13%	151
2025 Q2	$764K	Sell	7,973 -1,100	-12%	-$105K	0.1%	177
2025 Q1	$871K	Buy	9,073 +3,070	+51%	+$293K	0.12%	159
2024 Q4	$570K	Buy	6,003 +160	+3%	+$15.2K	0.08%	201
2024 Q3	$561K	Buy	5,843 +2,770	+90%	+$264K	0.07%	212
2024 Q2	$291K	Buy	3,073 +250	+9%	+$23.6K	0.04%	265
2024 Q1	$268K	Sell	2,823 -191	-6%	-$18.1K	0.04%	271
2023 Q4	$286K	Sell	3,014 -33	-1%	-$3.1K	0.06%	210
2023 Q3	$286K	Sell	3,047 -792	-21%	-$74.2K	0.06%	209
2023 Q2	$360K	Sell	3,839 -2,033	-35%	-$192K	0.08%	202
2023 Q1	$557K	Sell	5,872 -43	-0.7%	-$4.06K	0.12%	166
2022 Q4	$558K	Sell	5,915 -1,378	-19%	-$130K	0.13%	170
2022 Q3	$691K	Sell	7,293 -1,830	-20%	-$175K	0.17%	148
2022 Q2	$876K	Sell	9,123 -804	-8%	-$77.9K	0.2%	140
2022 Q1	$968K	Sell	9,927 -82	-0.8%	-$8.15K	0.18%	144
2021 Q4	$1.01M	Buy	10,009 +581	+6%	+$58.8K	0.17%	142
2021 Q3	$960K	Sell	9,428 -5,674	-38%	-$577K	0.17%	144
2021 Q2	$1.54M	Sell	15,102 -742	-5%	-$75.6K	0.27%	96
2021 Q1	$1.62M	Sell	15,844 -4,296	-21%	-$439K	0.31%	85
2020 Q4	$2.06M	Buy	20,140 +98	+0.5%	+$10K	0.42%	58
2020 Q3	$2.05M	Buy	20,042 +1,875	+10%	+$191K	0.46%	56
2020 Q2	$1.85M	Buy	18,167 +3,759	+26%	+$377K	0.46%	52
2020 Q1	$1.43M	Sell	14,408 -25,809	-64%	-$2.57M	0.45%	55
2019 Q4	$4.01M	Buy	40,217 +7,142	+22%	+$714K	1.03%	15
2019 Q3	$3.32M	Buy	33,075 +16,036	+94%	+$1.61M	0.98%	15
2019 Q2	$1.71M	Buy	+17,039	New	+$1.7M	0.47%	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

Aviance Capital Partners's LDUR Position: Q2 2026 in Review

Aviance Capital Partners increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 56% in Q2 2026, buying an estimated $556K and bringing the position to 16,250 shares worth $1.55M. The position accounts for 0.16% of the portfolio, ranked #120.

Aviance Capital Partners first reported a position in LDUR in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.01M in Q4 2019. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Aviance Capital Partners held 16,250 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $1.55M as of Q2 2026.
Aviance Capital Partners bought 5,818 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $556K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.16% of Aviance Capital Partners's portfolio in Q2 2026, its #120 holding.
Aviance Capital Partners first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2019 and has held it in 29 quarters since.
Aviance Capital Partners's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $4.01M in Q4 2019.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.