Bank of Montreal
LDUR icon

Bank of Montreal’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Bank of Montreal’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 		$39.7K Hold
415
– – ﹤0.01% 3462
2026
Q1 		$39.8K Hold
415
– – ﹤0.01% 3345
2025
Q4 		$39.8K Sell
415
-58
-12% -$5.57K ﹤0.01% 3230
2025
Q3 		$45.5K Buy
473
+11
+2% +$1.05K ﹤0.01% 3145
2025
Q2 		$44.3K Hold
462
– – ﹤0.01% 3163
2025
Q1 		$44.3K Hold
462
– – ﹤0.01% 3092
2024
Q4 		$43.9K Sell
462
-500
-52% -$47.6K ﹤0.01% 3133
2024
Q3 		$92.5K Buy
962
+415
+76% +$39.6K ﹤0.01% 3266
2024
Q2 		$51.7K Hold
547
– – ﹤0.01% 3416
2024
Q1 		$52K Sell
547
-961
-64% -$91.1K ﹤0.01% 3441
2023
Q4 		$143K Buy
1,508
+412
+38% +$38.7K ﹤0.01% 3268
2023
Q3 		$103K Hold
1,096
– – ﹤0.01% 3271
2023
Q2 		$104K Hold
1,096
– – ﹤0.01% 3440
2023
Q1 		$104K Hold
1,096
– – ﹤0.01% 3226
2022
Q4 		$104K Hold
1,096
– – ﹤0.01% 3358
2022
Q3 		$105 Buy
+1,096
New +$105K ﹤0.01% 3450

Other funds holding LDUR

AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return
Morgan Stanley
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Bank of Montreal's LDUR Position: Q2 2026 in Review

Bank of Montreal held its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) position steady in Q2 2026 at 415 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3462.

Bank of Montreal first reported a position in LDUR in Q3 2022 and has held it in 16 quarters since. The position peaked at $143K in Q4 2023. 148 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

  • Bank of Montreal held 415 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $39.7K as of Q2 2026.
  • Bank of Montreal left its PIMCO Enhanced Low Duration Active Exchange-Traded Fund share count unchanged in Q2 2026.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3462 holding.
  • Bank of Montreal first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2022 and has held it in 16 quarters since.
  • Bank of Montreal's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $143K in Q4 2023.
  • 148 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.