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Family Investment Center’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Family Investment Center’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 		$2.45M Sell
25,588
-226
-0.9% -$21.6K 0.41% 26
2026
Q1 		$2.47M Buy
25,814
+3,765
+17% +$361K 0.48% 25
2025
Q4 		$2.12M Buy
22,049
+2,802
+15% +$269K 0.43% 27
2025
Q3 		$1.85M Buy
19,247
+4,874
+34% +$467K 0.38% 28
2025
Q2 		$1.38M Buy
14,373
+44
+0.3% +$4.2K 0.31% 29
2025
Q1 		$1.38M Buy
14,329
+728
+5% +$69.5K 0.34% 32
2024
Q4 		$1.29M Buy
13,601
+2,321
+21% +$221K 0.33% 31
2024
Q3 		$1.08M Buy
11,280
+10
+0.1% +$954 0.27% 33
2024
Q2 		$1.07M Sell
11,270
-7,686
-41% -$726K 0.32% 30
2024
Q1 		$1.8M Sell
18,956
-7,393
-28% -$701K 0.58% 25
2023
Q4 		$2.5M Sell
26,349
-3,093
-11% -$291K 1.26% 15
2023
Q3 		$2.76M Buy
29,442
+2,017
+7% +$189K 1.67% 11
2023
Q2 		$2.57M Buy
27,425
+1,609
+6% +$152K 1.65% 11
2023
Q1 		$2.45M Buy
25,816
+1,750
+7% +$165K 1.68% 11
2022
Q4 		$2.27M Buy
+24,066
New +$2.26M 1.65% 12

Other funds holding LDUR

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
TCM
TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return

Family Investment Center's LDUR Position: Q2 2026 in Review

Family Investment Center reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 0.88% in Q2 2026, selling an estimated $21.6K and leaving 25,588 shares worth $2.45M. The position accounts for 0.41% of the portfolio, ranked #26.

Family Investment Center first reported a position in LDUR in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.76M in Q3 2023. 110 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

  • Family Investment Center held 25,588 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $2.45M as of Q2 2026.
  • Family Investment Center sold 226 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $21.6K.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.41% of Family Investment Center's portfolio in Q2 2026, its #26 holding.
  • Family Investment Center first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2022 and has held it in 15 quarters since.
  • Family Investment Center's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $2.76M in Q3 2023.
  • 110 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.