Diversify Advisory Services’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Diversify Advisory Services’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	$492K	Buy	+5,163	New	+$493K	0.01%	871
2026 Q1	–	Sell	-5,568	Closed	-$535K	–	585
2025 Q4	$535K	Buy	+5,568	New	+$535K	0.02%	582

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

Diversify Advisory Services's LDUR Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2026: 5,163 shares worth $492K. The stake represents 0.01% of the portfolio and ranks #871 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in LDUR as recently as Q4 2025.

Diversify Advisory Services first reported a position in LDUR in Q4 2025 and has held it in 2 quarters since. The position peaked at $535K in Q4 2025. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Diversify Advisory Services held 5,163 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $492K as of Q2 2026.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund was a new Diversify Advisory Services position in Q2 2026.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #871 holding.
Diversify Advisory Services first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2025 and has held it in 2 quarters since.
Diversify Advisory Services's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $535K in Q4 2025.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.