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

Essex Financial 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
Q1 		$5.08M Buy
53,040
+3,930
+8% +$377K 0.29% 77
2025
Q4 		$4.71M Buy
49,110
+4,338
+10% +$417K 0.27% 77
2025
Q3 		$4.3M Buy
44,772
+392
+0.9% +$37.5K 0.26% 85
2025
Q2 		$4.25M Buy
44,380
+625
+1% +$59.6K 0.28% 78
2025
Q1 		$4.2M Buy
43,755
+10,166
+30% +$971K 0.3% 74
2024
Q4 		$3.19M Buy
33,589
+3,068
+10% +$292K 0.23% 100
2024
Q3 		$2.91M Buy
30,521
+3,319
+12% +$317K 0.21% 98
2024
Q2 		$2.59M Buy
27,202
+8,127
+43% +$767K 0.19% 105
2024
Q1 		$1.81M Buy
19,075
+3,509
+23% +$333K 0.17% 124
2023
Q4 		$1.48M Sell
15,566
-2,766
-15% -$260K 0.15% 136
2023
Q3 		$1.72M Sell
18,332
-50
-0.3% -$4.68K 0.2% 108
2023
Q2 		$1.72M Sell
18,382
-3,879
-17% -$366K 0.2% 108
2023
Q1 		$2.11M Buy
22,261
+1,631
+8% +$154K 0.22% 103
2022
Q4 		$1.94M Buy
20,630
+2,899
+16% +$272K 0.21% 103
2022
Q3 		$1.68M Buy
17,731
+5,787
+48% +$553K 0.2% 112
2022
Q2 		$1.15M Buy
+11,944
New +$1.16M 0.13% 161
2017
Q4 		– Sell
-2,329
Closed -$235K – 292
2017
Q3 		$235K Hold
2,329
– – 0.06% 243
2017
Q2 		$236K Buy
+2,329
New +$235K 0.05% 309

Other funds holding LDUR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Essex Financial Services's LDUR Position: Q1 2026 in Review

Essex Financial Services increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 8% in Q1 2026, buying an estimated $377K and bringing the position to 53,040 shares worth $5.08M. The position accounts for 0.29% of the portfolio, ranked #77.

Essex Financial Services first reported a position in LDUR in Q2 2017 and has held it in 18 quarters since. 192 funds tracked by Wall St. Rank hold LDUR as of Q1 2026.

  • Essex Financial Services held 53,040 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $5.08M as of Q1 2026.
  • Essex Financial Services bought 3,930 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2026, an estimated $377K.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.29% of Essex Financial Services's portfolio in Q1 2026, its #77 holding.
  • Essex Financial Services first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2017 and has held it in 18 quarters since.
  • 192 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.