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

GeoWealth 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
Q2 		$1.81M Sell
18,983
-5,287
-22% -$505K 0.06% 192
2026
Q1 		$2.33M Buy
24,270
+7,762
+47% +$745K 0.08% 146
2025
Q4 		$1.58M Sell
16,508
-1,662
-9% -$160K 0.06% 193
2025
Q3 		$1.75M Sell
18,170
-397
-2% -$38K 0.06% 189
2025
Q2 		$1.78M Buy
18,567
+7,150
+63% +$682K 0.07% 165
2025
Q1 		$1.1M Buy
11,417
+4,982
+77% +$476K 0.04% 239
2024
Q4 		$611K Buy
6,435
+2,609
+68% +$248K 0.02% 418
2024
Q3 		$367K Sell
3,826
-10,187
-73% -$972K 0.01% 545
2024
Q2 		$1.33M Buy
14,013
+471
+3% +$44.5K 0.06% 216
2024
Q1 		$1.28M Buy
13,542
+1,447
+12% +$137K 0.05% 244
2023
Q4 		$1.15M Buy
12,095
+714
+6% +$67.1K 0.09% 196
2023
Q3 		$1.07M Buy
11,381
+438
+4% +$41K 0.12% 141
2023
Q2 		$1.03M Buy
10,943
+1,447
+15% +$137K 0.11% 122
2023
Q1 		$900K Buy
9,496
+5,498
+138% +$520K 0.11% 104
2022
Q4 		$376K Buy
3,998
+448
+13% +$42.1K 0.04% 169
2022
Q3 		$336K Buy
3,550
+1,560
+78% +$149K 0.04% 191
2022
Q2 		$191K Buy
1,990
+1,121
+129% +$109K 0.03% 247
2022
Q1 		$85K Buy
869
+103
+13% +$10.2K 0.01% 328
2021
Q4 		$77K Buy
766
+46
+6% +$4.65K 0.01% 312
2021
Q3 		$73K Sell
720
-1,757
-71% -$179K 0.01% 328
2021
Q2 		$251K Buy
2,477
+1,642
+197% +$167K 0.03% 192
2021
Q1 		$85K Buy
+835
New +$85.3K 0.01% 186

Other funds holding LDUR

Fidelity Investments
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
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
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

GeoWealth Management's LDUR Position: Q2 2026 in Review

GeoWealth Management reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 22% in Q2 2026, selling an estimated $505K and leaving 18,983 shares worth $1.81M. The position accounts for 0.06% of the portfolio, ranked #192.

GeoWealth Management first reported a position in LDUR in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.33M in Q1 2026. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

  • GeoWealth Management held 18,983 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $1.81M as of Q2 2026.
  • GeoWealth Management sold 5,287 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $505K.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.06% of GeoWealth Management's portfolio in Q2 2026, its #192 holding.
  • GeoWealth Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2021 and has held it in 22 quarters since.
  • GeoWealth Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $2.33M 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 GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.