Farther Finance Advisors’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Farther Finance Advisors’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	$2.49M	Buy	26,063 +1,342	+5%	+$128K	0.02%	645
2026 Q1	$2.36M	Buy	24,721 +4,834	+24%	+$464K	0.02%	573
2025 Q4	$1.91M	Buy	19,887 +6,224	+46%	+$598K	0.02%	603
2025 Q3	$1.31M	Sell	13,663 -3,187	-19%	-$305K	0.02%	607
2025 Q2	$1.61M	Buy	16,850 +4,931	+41%	+$471K	0.03%	430
2025 Q1	$1.14M	Buy	11,919 +2,688	+29%	+$257K	0.03%	455
2024 Q4	$877K	Buy	9,231 +788	+9%	+$75K	0.03%	405
2024 Q3	$810K	Sell	8,443 -1,630	-16%	-$155K	0.03%	411
2024 Q2	$951K	Buy	10,073 +6,671	+196%	+$630K	0.05%	313
2024 Q1	$321K	Buy	+3,402	New	+$323K	0.02%	518
2023 Q4	–	Sell	-32	Closed	-$3K	–	3590
2023 Q3	$3K	Hold	32	–	–	﹤0.01%	1702
2023 Q2	$3K	Hold	32	–	–	﹤0.01%	1612
2023 Q1	$3.04K	Hold	32	–	–	﹤0.01%	1493
2022 Q4	$3.02K	Buy	+32	New	+$3.01K	﹤0.01%	1309

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

Farther Finance Advisors's LDUR Position: Q2 2026 in Review

Farther Finance Advisors increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 5.4% in Q2 2026, buying an estimated $128K and bringing the position to 26,063 shares worth $2.49M. The position accounts for 0.02% of the portfolio, ranked #645.

Farther Finance Advisors first reported a position in LDUR in Q4 2022 and has held it in 14 quarters since. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Farther Finance Advisors held 26,063 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $2.49M as of Q2 2026.
Farther Finance Advisors bought 1,342 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $128K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #645 holding.
Farther Finance Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2022 and has held it in 14 quarters since.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.