Cerity Partners’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Cerity Partners’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	$1.93M	Buy	+20,097	New	+$1.93M	﹤0.01%	1514
2024 Q2	–	Sell	-51,432	Closed	-$4.88M	–	2322
2024 Q1	$4.88M	Sell	51,432 -114,321	-69%	-$10.8M	0.01%	654
2023 Q4	$15.8M	Buy	165,753 +5,621	+4%	+$528K	0.05%	288
2023 Q3	$15M	Buy	160,132 +10,965	+7%	+$1.03M	0.07%	236
2023 Q2	$14M	Sell	149,167 -33,603	-18%	-$3.17M	0.05%	299
2023 Q1	$17.3M	Buy	182,770 +1,158	+0.6%	+$109K	0.04%	258
2022 Q4	$17.2M	Buy	181,612 +18,005	+11%	+$1.69M	0.11%	186
2022 Q3	$15.5M	Sell	163,607 -12,288	-7%	-$1.17M	0.19%	111
2022 Q2	$16.9M	Buy	+175,895	New	+$17M	0.19%	114

Other funds holding LDUR

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Cerity Partners's LDUR Position: Q1 2026 in Review

Cerity Partners opened a new position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2026: 20,097 shares worth $1.93M. The stake represents ﹤0.01% of the portfolio and ranks #1514 among its holdings. This is a return to the name: Cerity Partners previously reported a position in LDUR as recently as Q1 2024.

Cerity Partners first reported a position in LDUR in Q2 2022 and has held it in 9 quarters since. The position peaked at $17.3M in Q1 2023. 192 funds tracked by Wall St. Rank hold LDUR as of Q1 2026.

Cerity Partners held 20,097 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $1.93M as of Q1 2026.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund was a new Cerity Partners position in Q1 2026.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1514 holding.
Cerity Partners first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2022 and has held it in 9 quarters since.
Cerity Partners's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $17.3M in Q1 2023.
192 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.