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

Belpointe Asset 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	$1.23M	Buy	12,865 +835	+7%	+$79.7K	0.04%	428
2026 Q1	$1.15M	Buy	+12,030	New	+$1.15M	0.04%	404
2023 Q2	–	Sell	-783	Closed	-$74.3K	–	2122
2023 Q1	$74.3K	Sell	783 -120	-13%	-$11.3K	﹤0.01%	1480
2022 Q4	$85.1K	Sell	903 -2,036	-69%	-$191K	0.01%	1332
2022 Q3	$278K	Sell	2,939 -2,696	-48%	-$258K	0.02%	711
2022 Q2	$541K	Buy	5,635 +2,443	+77%	+$237K	0.04%	454
2022 Q1	$311K	Buy	3,192 +79	+3%	+$7.85K	0.02%	713
2021 Q4	$313K	Buy	+3,113	New	+$315K	0.02%	688
2019 Q3	–	Sell	-1,663	Closed	-$167K	–	699
2019 Q2	$167K	Buy	+1,663	New	+$166K	0.03%	459

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

Belpointe Asset Management's LDUR Position: Q2 2026 in Review

Belpointe Asset Management increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 6.9% in Q2 2026, buying an estimated $79.7K and bringing the position to 12,865 shares worth $1.23M. The position accounts for 0.04% of the portfolio, ranked #428.

Belpointe Asset Management first reported a position in LDUR in Q2 2019 and has held it in 9 quarters since. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Belpointe Asset Management held 12,865 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $1.23M as of Q2 2026.
Belpointe Asset Management bought 835 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $79.7K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #428 holding.
Belpointe Asset Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2019 and has held it in 9 quarters since.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.