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 Q2	$2M	Buy	20,911 +814	+4%	+$77.7K	﹤0.01%	1594
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 $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

Cerity Partners's LDUR Position: Q2 2026 in Review

Cerity Partners increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 4.1% in Q2 2026, buying an estimated $77.7K and bringing the position to 20,911 shares worth $2M. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Cerity Partners first reported a position in LDUR in Q2 2022 and has held it in 10 quarters since. The position peaked at $17.3M in Q1 2023. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Cerity Partners held 20,911 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $2M as of Q2 2026.
Cerity Partners bought 814 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $77.7K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1594 holding.
Cerity Partners first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2022 and has held it in 10 quarters since.
Cerity Partners's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $17.3M in Q1 2023.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.