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

Financial Management Professionals’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	$77.5K	Hold	811	–	–	0.01%	245
2026 Q1	$77.7K	Hold	811	–	–	0.01%	219
2025 Q4	$78.1K	Hold	811	–	–	0.01%	220
2025 Q3	$78K	Hold	811	–	–	0.01%	216
2025 Q2	$77.7K	Hold	811	–	–	0.01%	210
2025 Q1	$77.8K	Hold	811	–	–	0.01%	207
2024 Q4	$77K	Hold	811	–	–	0.01%	213
2024 Q3	$78K	Hold	811	–	–	0.01%	211
2024 Q2	$77K	Hold	811	–	–	0.01%	215
2024 Q1	$77K	Hold	811	–	–	0.01%	228
2023 Q4	$77K	Hold	811	–	–	0.01%	207
2023 Q3	$76K	Hold	811	–	–	0.01%	199
2023 Q2	$76K	Hold	811	–	–	0.01%	219
2023 Q1	$77K	Hold	811	–	–	0.01%	232
2022 Q4	$76K	Hold	811	–	–	0.02%	189
2022 Q3	$77K	Hold	811	–	–	0.02%	176
2022 Q2	$78K	Hold	811	–	–	0.02%	181
2022 Q1	$79K	Hold	811	–	–	0.02%	187
2021 Q4	$82K	Hold	811	–	–	0.02%	196
2021 Q3	$83K	Hold	811	–	–	0.02%	179
2021 Q2	$82K	Hold	811	–	–	0.02%	173
2021 Q1	$83K	Hold	811	–	–	0.02%	154
2020 Q4	$83K	Hold	811	–	–	0.02%	153
2020 Q3	$83K	Hold	811	–	–	0.03%	130
2020 Q2	$83K	Buy	811 +417	+106%	+$41.8K	0.03%	123
2020 Q1	$39K	Hold	394	–	–	0.02%	108
2019 Q4	$39K	Hold	394	–	–	0.01%	114
2019 Q3	$40K	Hold	394	–	–	0.01%	109
2019 Q2	$39K	Hold	394	–	–	0.01%	114
2019 Q1	$39K	Buy	+394	New	+$39.1K	0.02%	102

Other funds holding LDUR

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

OCFG

O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Financial Management Professionals's LDUR Position: Q2 2026 in Review

Financial Management Professionals held its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) position steady in Q2 2026 at 811 shares worth $77.5K. The position accounts for 0.01% of the portfolio, ranked #245.

Financial Management Professionals first reported a position in LDUR in Q1 2019 and has held it in 30 quarters since. The position peaked at $83K in Q3 2021. 25 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Financial Management Professionals held 811 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $77.5K as of Q2 2026.
Financial Management Professionals left its PIMCO Enhanced Low Duration Active Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.01% of Financial Management Professionals's portfolio in Q2 2026, its #245 holding.
Financial Management Professionals first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2019 and has held it in 30 quarters since.
Financial Management Professionals's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $83K in Q3 2021.
25 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.