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

Copper Harbor 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 		$539K Buy
+5,634
New +$538K 0.11% 67

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

Copper Harbor Investment Advisors's LDUR Position: Q2 2026 in Review

Copper Harbor Investment Advisors opened a new position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2026: 5,634 shares worth $539K. The stake represents 0.11% of the portfolio and ranks #67 among its holdings.

173 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

  • Copper Harbor Investment Advisors held 5,634 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $539K as of Q2 2026.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund was a new Copper Harbor Investment Advisors position in Q2 2026.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.11% of Copper Harbor Investment Advisors's portfolio in Q2 2026, its #67 holding.
  • 173 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Copper Harbor Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.