Beacon Capital Management Inc (Ohio)’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Beacon Capital Management Inc (Ohio)’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	$18.6M	Buy	194,710 +1,588	+0.8%	+$152K	1.13%	24
2026 Q1	$18.5M	Buy	193,122 +15,083	+8%	+$1.45M	1.04%	27
2025 Q4	$17.1M	Sell	178,039 -77,297	-30%	-$7.42M	0.91%	25
2025 Q3	$24.5M	Buy	+255,336	New	+$24.5M	1.17%	23

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

Beacon Capital Management Inc (Ohio)'s LDUR Position: Q2 2026 in Review

Beacon Capital Management Inc (Ohio) increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 0.82% in Q2 2026, buying an estimated $152K and bringing the position to 194,710 shares worth $18.6M. The position accounts for 1.13% of the portfolio, ranked #24.

Beacon Capital Management Inc (Ohio) first reported a position in LDUR in Q3 2025 and has held it in 4 quarters since. The position peaked at $24.5M in Q3 2025. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Beacon Capital Management Inc (Ohio) held 194,710 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $18.6M as of Q2 2026.
Beacon Capital Management Inc (Ohio) bought 1,588 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $152K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 1.13% of Beacon Capital Management Inc (Ohio)'s portfolio in Q2 2026, its #24 holding.
Beacon Capital Management Inc (Ohio) first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2025 and has held it in 4 quarters since.
Beacon Capital Management Inc (Ohio)'s PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $24.5M in Q3 2025.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2026, filed 13 Aug 2026.