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 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 $1.9T AUM 41.92% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Gateway Wealth Partners's LDUR Position: Q1 2026 in Review

Gateway Wealth Partners increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 121% in Q1 2026, buying an estimated $9.24M and bringing the position to 176,020 shares worth $16.9M. The position accounts for 0.66% of the portfolio, ranked #32.

Gateway Wealth Partners first reported a position in LDUR in Q3 2025 and has held it in 3 quarters since. 192 funds tracked by Wall St. Rank hold LDUR as of Q1 2026.

Gateway Wealth Partners held 176,020 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $16.9M as of Q1 2026.
Gateway Wealth Partners bought 96,291 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2026, an estimated $9.24M.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.66% of Gateway Wealth Partners's portfolio in Q1 2026, its #32 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 3 quarters since.
192 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.