Curi RMB Capital’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Curi RMB Capital’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	$842K	Sell	8,807 -5,221	-37%	-$499K	0.01%	487
2026 Q1	$1.34M	Buy	14,028 +1,223	+10%	+$117K	0.02%	398
2025 Q4	$1.23M	Buy	12,805 +7,646	+148%	+$734K	0.02%	421
2025 Q3	$496K	Buy	5,159 +244	+5%	+$23.4K	0.01%	515
2025 Q2	$471K	Buy	4,915 +1,521	+45%	+$145K	0.01%	522
2025 Q1	$326K	Buy	3,394 +821	+32%	+$78.4K	0.01%	424
2024 Q4	$244K	Sell	2,573 -5	-0.2%	-$476	0.01%	487
2024 Q3	$247K	Buy	2,578 +323	+14%	+$30.8K	0.01%	509
2024 Q2	$214K	Sell	2,255 -94	-4%	-$8.87K	0.01%	516
2024 Q1	$223K	Buy	+2,349	New	+$223K	0.01%	537

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

Curi RMB Capital's LDUR Position: Q2 2026 in Review

Curi RMB Capital reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 37% in Q2 2026, selling an estimated $499K and leaving 8,807 shares worth $842K. The position accounts for 0.01% of the portfolio, ranked #487.

Curi RMB Capital first reported a position in LDUR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.34M in Q1 2026. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Curi RMB Capital held 8,807 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $842K as of Q2 2026.
Curi RMB Capital sold 5,221 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $499K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #487 holding.
Curi RMB Capital first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2024 and has held it in 10 quarters since.
Curi RMB Capital's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $1.34M 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 Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.