Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$85.4M Sell
891,772
-48,161
-5% -$4.62M 0.22% 86
2025
Q4 		$90.2M Buy
939,933
+16,035
+2% +$1.54M 0.24% 80
2025
Q3 		$88.8M Buy
923,898
+56,803
+7% +$5.44M 0.27% 74
2025
Q2 		$83.1M Sell
867,095
-99,835
-10% -$9.53M 0.29% 66
2025
Q1 		$92.8M Buy
966,930
+18,178
+2% +$1.74M 0.37% 54
2024
Q4 		$90.1M Sell
948,752
-29,140
-3% -$2.77M 0.37% 47
2024
Q3 		$93.8M Buy
977,892
+1,718
+0.2% +$164K 0.4% 44
2024
Q2 		$92.4M Sell
976,174
-10,363
-1% -$978K 0.44% 43
2024
Q1 		$93.6M Sell
986,537
-106,356
-10% -$10.1M 0.46% 41
2023
Q4 		$104M Sell
1,092,893
-73,901
-6% -$6.94M 0.56% 34
2023
Q3 		$109M Sell
1,166,794
-138,859
-11% -$13M 0.67% 31
2023
Q2 		$122M Sell
1,305,653
-39,648
-3% -$3.74M 0.76% 27
2023
Q1 		$128M Sell
1,345,301
-98,494
-7% -$9.31M 0.86% 22
2022
Q4 		$136M Sell
1,443,795
-164,950
-10% -$15.5M 1% 16
2022
Q3 		$152M Buy
1,608,745
+367,709
+30% +$35.2M 1.21% 13
2022
Q2 		$119M Buy
1,241,036
+533,064
+75% +$51.7M 0.92% 17
2022
Q1 		$69M Buy
707,972
+141,096
+25% +$14M 0.49% 38
2021
Q4 		$57M Buy
+566,876
New +$57.4M 0.4% 46
2021
Q2 		$49.5M Hold
487,100
– – 0.39% 45
2021
Q1 		$49.5M Hold
487,100
– – 0.39% 45
2020
Q4 		$49.5M Hold
487,100
– – 0.39% 45
2020
Q3 		$49.5M Hold
487,100
– – 0.39% 45
2020
Q2 		$49.5M Hold
487,100
– – 0.39% 45
2020
Q1 		$49.5M Hold
487,100
– – 0.39% 45
2019
Q4 		$49.5M Hold
487,100
– – 0.39% 45
2019
Q3 		$49.5M Hold
487,100
– – 0.39% 45
2019
Q2 		$49.5M Hold
487,100
– – 0.39% 45
2019
Q1 		$49.5M Buy
487,100
+486,528
+85,057% +$48.3M 0.39% 45
2018
Q4 		$56K Sell
572
-1,428
-71% -$142K ﹤0.01% 856
2018
Q3 		$199K Hold
2,000
– – 0.01% 517
2018
Q2 		$199K Buy
+2,000
New +$199K 0.01% 425

Other funds holding LDUR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LDUR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 5.1% in Q1 2026, selling an estimated $4.62M and leaving 891,772 shares worth $85.4M. The position accounts for 0.22% of the portfolio, ranked #86.

Carson Wealth (CWM LLC) first reported a position in LDUR in Q2 2018 and has held it in 31 quarters since. The position peaked at $152M in Q3 2022. 192 funds tracked by Wall St. Rank hold LDUR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 891,772 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $85.4M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 48,161 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2026, an estimated $4.62M.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.22% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #86 holding.
  • Carson Wealth (CWM LLC) first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $152M in Q3 2022.
  • 192 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.