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

Capital Advisors Ltd’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 		$338K Hold
3,532
– – 0.03% 236
2026
Q1 		$338K Sell
3,532
-1,525
-30% -$146K 0.04% 226
2025
Q4 		$485K Hold
5,057
– – 0.05% 177
2025
Q3 		$486K Hold
5,057
– – 0.05% 172
2025
Q2 		$485K Buy
5,057
+15
+0.3% +$1.43K 0.06% 165
2025
Q1 		$484K Buy
5,042
+15
+0.3% +$1.43K 0.06% 160
2024
Q4 		$478K Buy
5,027
+15
+0.3% +$1.43K 0.06% 162
2024
Q3 		$481K Buy
5,012
+329
+7% +$31.4K 0.06% 163
2024
Q2 		$443K Buy
4,683
+629
+16% +$59.4K 0.06% 167
2024
Q1 		$385K Sell
4,054
-1,033
-20% -$98K 0.05% 183
2023
Q4 		$482K Sell
5,087
-199
-4% -$18.7K 0.07% 159
2023
Q3 		$496K Sell
5,286
-1,324
-20% -$124K 0.08% 148
2023
Q2 		$620K Buy
6,610
+1
+0% +$94 0.09% 127
2023
Q1 		$627K Sell
6,609
-3,529
-35% -$334K 0.1% 116
2022
Q4 		$956K Sell
10,138
-929
-8% -$87.3K 0.17% 83
2022
Q3 		$1.05M Hold
11,067
– – 0.2% 74
2022
Q2 		$1.06M Sell
11,067
-189
-2% -$18.3K 0.2% 76
2022
Q1 		$1.1M Buy
11,256
+175
+2% +$17.4K 0.18% 74
2021
Q4 		$1.11M Buy
11,081
+1,935
+21% +$196K 0.18% 73
2021
Q3 		$931K Buy
9,146
+200
+2% +$20.3K 0.17% 78
2021
Q2 		$910K Sell
8,946
-125
-1% -$12.7K 0.16% 80
2021
Q1 		$925K Hold
9,071
– – 0.17% 73
2020
Q4 		$926K Buy
9,071
+1
+0% +$102 0.2% 70
2020
Q3 		$927K Hold
9,070
– – 0.23% 68
2020
Q2 		$925K Sell
9,070
-599
-6% -$60K 0.24% 71
2020
Q1 		$957K Buy
9,669
+101
+1% +$10.1K 0.3% 59
2019
Q4 		$955K Buy
9,568
+1
+0% +$100 0.24% 61
2019
Q3 		$960K Buy
9,567
+30
+0.3% +$3.01K 0.27% 63
2019
Q2 		$956K Sell
9,537
-658
-6% -$65.7K 0.27% 57
2019
Q1 		$1.02M Buy
10,195
+100
+1% +$9.92K 0.28% 57
2018
Q4 		$997K Hold
10,095
– – 0.29% 57
2018
Q3 		$1.01M Sell
10,095
-100
-1% -$9.96K 0.28% 50
2018
Q2 		$1.02M Buy
10,195
+1,380
+16% +$137K 0.32% 47
2018
Q1 		$881K Buy
8,815
+970
+12% +$97K 0.29% 53
2017
Q4 		$787K Buy
7,845
+301
+4% +$30.4K 0.26% 58
2017
Q3 		$763K Buy
7,544
+252
+3% +$25.5K 0.27% 58
2017
Q2 		$738K Buy
7,292
+2
+0% +$202 0.27% 56
2017
Q1 		$735K Buy
7,290
+703
+11% +$70.7K 0.28% 54
2016
Q4 		$661K Buy
6,587
+952
+17% +$95.7K 0.27% 57
2016
Q3 		$569K Buy
5,635
+3,034
+117% +$306K 0.25% 58
2016
Q2 		$261K Buy
2,601
+2,001
+334% +$200K 0.12% 90
2016
Q1 		$60K Buy
600
+450
+300% +$44.5K 0.03% 169
2015
Q4 		$15K Buy
+150
New +$15.1K 0.01% 239

Other funds holding LDUR

KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Capital Advisors Ltd's LDUR Position: Q2 2026 in Review

Capital Advisors Ltd held its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) position steady in Q2 2026 at 3,532 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #236.

Capital Advisors Ltd first reported a position in LDUR in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.11M in Q4 2021. 25 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

  • Capital Advisors Ltd held 3,532 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $338K as of Q2 2026.
  • Capital Advisors Ltd 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 0.03% of Capital Advisors Ltd's portfolio in Q2 2026, its #236 holding.
  • Capital Advisors Ltd first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2015 and has held it in 43 quarters since.
  • Capital Advisors Ltd's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $1.11M in Q4 2021.
  • 25 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.