Caldwell Sutter Capital’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Caldwell Sutter Capital’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	$625K	Buy	6,536 +173	+3%	+$16.5K	0.24%	106
2026 Q1	$610K	Buy	6,363 +668	+12%	+$64.1K	0.25%	99
2025 Q4	$546K	Sell	5,695 -659	-10%	-$63.3K	0.23%	108
2025 Q3	$611K	Sell	6,354 -1,010	-14%	-$96.7K	0.26%	97
2025 Q2	$706K	Sell	7,364 -458	-6%	-$43.7K	0.32%	85
2025 Q1	$751K	Buy	7,822 +82	+1%	+$7.83K	0.36%	78
2024 Q4	$735K	Buy	7,740 +402	+5%	+$38.3K	0.34%	79
2024 Q3	$704K	Buy	7,338 +178	+2%	+$17K	0.33%	83
2024 Q2	$678K	Buy	7,160 +166	+2%	+$15.7K	0.34%	85
2024 Q1	$663K	Sell	6,994 -474	-6%	-$44.9K	0.32%	86
2023 Q4	$708K	Buy	7,468 +156	+2%	+$14.7K	0.36%	79
2023 Q3	$685K	Buy	7,312 +1,126	+18%	+$106K	0.38%	72
2023 Q2	$580K	Buy	6,186 +3,170	+105%	+$299K	0.3%	85
2023 Q1	$286K	Buy	+3,016	New	+$285K	0.21%	96

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

Caldwell Sutter Capital's LDUR Position: Q2 2026 in Review

Caldwell Sutter Capital increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 2.7% in Q2 2026, buying an estimated $16.5K and bringing the position to 6,536 shares worth $625K. The position accounts for 0.24% of the portfolio, ranked #106.

Caldwell Sutter Capital first reported a position in LDUR in Q1 2023 and has held it in 14 quarters since. The position peaked at $751K in Q1 2025. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Caldwell Sutter Capital held 6,536 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $625K as of Q2 2026.
Caldwell Sutter Capital bought 173 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $16.5K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.24% of Caldwell Sutter Capital's portfolio in Q2 2026, its #106 holding.
Caldwell Sutter Capital first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2023 and has held it in 14 quarters since.
Caldwell Sutter Capital's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $751K in Q1 2025.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.