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

Diversify Wealth Management’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	Sell	5,163 -553	-10%	-$52.8K	0.01%	871
2026 Q1	$547K	Buy	+5,716	New	+$549K	0.01%	790

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 Wealth Management's LDUR Position: Q2 2026 in Review

Diversify Wealth Management reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 9.7% in Q2 2026, selling an estimated $52.8K and leaving 5,163 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #871.

Diversify Wealth Management first reported a position in LDUR in Q1 2026 and has held it in 2 quarters since. The position peaked at $547K in Q1 2026. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Diversify Wealth Management held 5,163 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $492K as of Q2 2026.
Diversify Wealth Management sold 553 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $52.8K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #871 holding.
Diversify Wealth Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2026 and has held it in 2 quarters since.
Diversify Wealth Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $547K 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 Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.