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

Axxcess Wealth Management’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	$1.01M	Buy	+10,576	New	+$1.01M	0.02%	527
2026 Q1	–	Sell	-10,147	Closed	-$974K	–	733
2025 Q4	$974K	Buy	10,147 +122	+1%	+$11.7K	0.02%	522
2025 Q3	$964K	Buy	10,025 +110	+1%	+$10.5K	0.02%	453
2025 Q2	$950K	Buy	9,915 +3,988	+67%	+$381K	0.02%	438
2025 Q1	$569K	Buy	5,927 +2,569	+77%	+$245K	0.02%	519
2024 Q4	$319K	Buy	3,358 +254	+8%	+$24.2K	0.01%	657
2024 Q3	$298K	Sell	3,104 -54	-2%	-$5.15K	0.01%	694
2024 Q2	$299K	Buy	3,158 +157	+5%	+$14.8K	0.01%	650
2024 Q1	$285K	Sell	3,001 -4,791	-61%	-$454K	0.01%	683
2023 Q4	$738K	Buy	7,792 +681	+10%	+$64K	0.02%	418
2023 Q3	$667K	Buy	+7,111	New	+$666K	0.02%	399
2022 Q4	–	Sell	-2,474	Closed	-$234K	–	643
2022 Q3	$234K	Hold	2,474	–	–	0.02%	459
2022 Q2	$238K	Sell	2,474 -157	-6%	-$15.2K	0.02%	452
2022 Q1	$257K	Sell	2,631 -1	-0%	-$99	0.02%	517
2021 Q4	$265K	Buy	+2,632	New	+$266K	0.02%	510

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

Axxcess Wealth Management's LDUR Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2026: 10,576 shares worth $1.01M. The stake represents 0.02% of the portfolio and ranks #527 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in LDUR as recently as Q4 2025.

Axxcess Wealth Management first reported a position in LDUR in Q4 2021 and has held it in 15 quarters since. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Axxcess Wealth Management held 10,576 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $1.01M as of Q2 2026.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund was a new Axxcess Wealth Management position in Q2 2026.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #527 holding.
Axxcess Wealth Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2021 and has held it in 15 quarters since.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.