Focus Partners Wealth’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Focus Partners Wealth’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	$503K	Sell	5,256 -7,680	-59%	-$733K	﹤0.01%	1961
2026 Q1	$1.24M	Sell	12,936 -1,287	-9%	-$124K	﹤0.01%	1526
2025 Q4	$1.36M	Buy	+14,223	New	+$1.37M	﹤0.01%	1488

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

Focus Partners Wealth's LDUR Position: Q2 2026 in Review

Focus Partners Wealth reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 59% in Q2 2026, selling an estimated $733K and leaving 5,256 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #1961.

Focus Partners Wealth first reported a position in LDUR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.36M in Q4 2025. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Focus Partners Wealth held 5,256 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $503K as of Q2 2026.
Focus Partners Wealth sold 7,680 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $733K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1961 holding.
Focus Partners Wealth first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
Focus Partners Wealth's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $1.36M in Q4 2025.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.