Beckerman Institutional’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Beckerman Institutional’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	$5.11M	Sell	53,496 -371	-0.7%	-$35.4K	2.43%	8
2026 Q1	$5.16M	Sell	53,867 -1,056	-2%	-$101K	2.74%	7
2025 Q4	$5.27M	Sell	54,923 -12,571	-19%	-$1.21M	2.96%	6
2025 Q3	$6.49M	Buy	67,494 +2,061	+3%	+$197K	3.82%	5
2025 Q2	$6.27M	Buy	65,433 +1,592	+2%	+$152K	4.16%	5
2025 Q1	$6.13M	Buy	63,841 +2,366	+4%	+$226K	4.44%	4
2024 Q4	$5.84M	Buy	61,475 +2,899	+5%	+$276K	4.68%	4
2024 Q3	$5.62M	Buy	+58,576	New	+$5.59M	4.73%	4

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

Beckerman Institutional's LDUR Position: Q2 2026 in Review

Beckerman Institutional reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 0.69% in Q2 2026, selling an estimated $35.4K and leaving 53,496 shares worth $5.11M. The position accounts for 2.43% of the portfolio, ranked #8.

Beckerman Institutional first reported a position in LDUR in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.49M in Q3 2025. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Beckerman Institutional held 53,496 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $5.11M as of Q2 2026.
Beckerman Institutional sold 371 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $35.4K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 2.43% of Beckerman Institutional's portfolio in Q2 2026, its #8 holding.
Beckerman Institutional first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2024 and has held it in 8 quarters since.
Beckerman Institutional's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $6.49M 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 Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.