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

Gateway Wealth Partners’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	$8.64M	Sell	90,411 -85,609	-49%	-$8.18M	0.52%	42
2026 Q1	$16.9M	Buy	176,020 +96,291	+121%	+$9.24M	0.66%	32
2025 Q4	$7.65M	Buy	79,729 +414	+0.5%	+$39.8K	0.85%	30
2025 Q3	$7.63M	Buy	+79,315	New	+$7.6M	1.03%	22

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

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

Gateway Wealth Partners reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 49% in Q2 2026, selling an estimated $8.18M and leaving 90,411 shares worth $8.64M. The position accounts for 0.52% of the portfolio, ranked #42.

Gateway Wealth Partners first reported a position in LDUR in Q3 2025 and has held it in 4 quarters since. The position peaked at $16.9M in Q1 2026. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Gateway Wealth Partners held 90,411 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $8.64M as of Q2 2026.
Gateway Wealth Partners sold 85,609 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $8.18M.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.52% of Gateway Wealth Partners's portfolio in Q2 2026, its #42 holding.
Gateway Wealth Partners first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2025 and has held it in 4 quarters since.
Gateway Wealth Partners's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $16.9M in Q1 2026.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.