Financial Gravity Asset Management’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Financial Gravity Asset 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 Q1	$19.9K	Sell	208 -593	-74%	-$56.9K	﹤0.01%	450
2025 Q4	$76.9K	Sell	801 -55	-6%	-$5.28K	0.01%	208
2025 Q3	$82.3K	Buy	+856	New	+$82K	0.02%	241
2025 Q1	$92.6K	Buy	+965	New	+$92.2K	0.02%	235
2024 Q2	$148K	Sell	1,566 -619	-28%	-$58.4K	0.04%	150
2024 Q1	$207K	Hold	2,185	–	–	0.06%	121
2023 Q4	$207K	Buy	+2,185	New	+$205K	0.06%	120

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Financial Gravity Asset Management's LDUR Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 74% in Q1 2026, selling an estimated $56.9K and leaving 208 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Financial Gravity Asset Management first reported a position in LDUR in Q4 2023 and has held it in 7 quarters since. The position peaked at $207K in Q1 2024. 192 funds tracked by Wall St. Rank hold LDUR as of Q1 2026.

Financial Gravity Asset Management held 208 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $19.9K as of Q1 2026.
Financial Gravity Asset Management sold 593 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2026, an estimated $56.9K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #450 holding.
Financial Gravity Asset Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2023 and has held it in 7 quarters since.
Financial Gravity Asset Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $207K in Q1 2024.
192 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.