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

CarsonAllaria Wealth 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 		$7.11M Buy
74,416
+7,601
+11% +$726K 3.08% 12
2026
Q1 		$6.4M Buy
66,815
+4,170
+7% +$400K 3.16% 11
2025
Q4 		$6.01M Buy
62,645
+7,470
+14% +$717K 2.98% 12
2025
Q3 		$5.3M Buy
55,175
+4,882
+10% +$468K 2.76% 12
2025
Q2 		$4.82M Buy
50,293
+1,470
+3% +$140K 2.58% 12
2025
Q1 		$4.69M Buy
48,823
+3,057
+7% +$292K 2.72% 12
2024
Q4 		$4.35M Buy
45,766
+2,910
+7% +$277K 2.49% 13
2024
Q3 		$4.11M Buy
42,856
+2,248
+6% +$214K 2.36% 14
2024
Q2 		$3.84M Buy
40,608
+2,318
+6% +$219K 2.35% 15
2024
Q1 		$3.63M Sell
38,290
-4,933
-11% -$468K 2.28% 15
2023
Q4 		$4.1M Buy
43,223
+2,668
+7% +$251K 2.94% 12
2023
Q3 		$3.8M Sell
40,555
-5,898
-13% -$553K 3.09% 10
2023
Q2 		$4.35M Buy
46,453
+2,253
+5% +$213K 3.43% 9
2023
Q1 		$4.19M Buy
44,200
+476
+1% +$45K 3.53% 9
2022
Q4 		$4.12M Sell
43,724
-205
-0.5% -$19.3K 3.61% 10
2022
Q3 		$4.16M Buy
43,929
+4,064
+10% +$389K 3.86% 9
2022
Q2 		$3.83M Buy
39,865
+9,864
+33% +$956K 3.58% 9
2022
Q1 		$2.93M Buy
30,001
+3,954
+15% +$393K 2.62% 11
2021
Q4 		$2.62M Buy
+26,047
New +$2.64M 2.32% 15

Other funds holding LDUR

Fidelity Investments
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
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
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

CarsonAllaria Wealth Management's LDUR Position: Q2 2026 in Review

CarsonAllaria Wealth Management increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 11% in Q2 2026, buying an estimated $726K and bringing the position to 74,416 shares worth $7.11M. The position accounts for 3.08% of the portfolio, ranked #12.

CarsonAllaria Wealth Management first reported a position in LDUR in Q4 2021 and has held it in 19 quarters since. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

  • CarsonAllaria Wealth Management held 74,416 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $7.11M as of Q2 2026.
  • CarsonAllaria Wealth Management bought 7,601 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $726K.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 3.08% of CarsonAllaria Wealth Management's portfolio in Q2 2026, its #12 holding.
  • CarsonAllaria Wealth Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2021 and has held it in 19 quarters since.
  • 174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.