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

Concurrent Investment Advisors’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	–	Sell	-22,347	Closed	-$2.14M	–	2160
2026 Q1	$2.14M	Buy	22,347 +13,549	+154%	+$1.3M	0.02%	593
2025 Q4	$844K	Buy	8,798 +422	+5%	+$40.5K	0.01%	909
2025 Q3	$805K	Buy	8,376 +2,953	+54%	+$283K	0.01%	727
2025 Q2	$520K	Buy	5,423 +1,400	+35%	+$134K	0.01%	836
2025 Q1	$386K	Buy	+4,023	New	+$384K	0.01%	824

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

Concurrent Investment Advisors's LDUR Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2026, closing a stake of 22,347 shares — an estimated $2.14M sold.

Concurrent Investment Advisors first reported a position in LDUR in Q1 2025 and held it in 5 quarters. The position peaked at $2.14M in Q1 2026. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Concurrent Investment Advisors reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
Concurrent Investment Advisors sold 22,347 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $2.14M.
Concurrent Investment Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2025 and held it in 5 quarters.
Concurrent Investment Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $2.14M in Q1 2026.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.