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

Global Retirement 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	$146K	Buy	+1,523	New	+$145K	﹤0.01%	1794
2025 Q4	$146K	Sell	1,525 -2	-0.1%	-$192	﹤0.01%	1672
2025 Q3	$147K	Sell	1,527 -2	-0.1%	-$192	﹤0.01%	1332
2025 Q2	$147K	Buy	+1,529	New	+$146K	﹤0.01%	1241
2024 Q4	$31.2K	Hold	328	–	–	﹤0.01%	1838
2024 Q3	$31.5K	Buy	+328	New	+$31.3K	﹤0.01%	1773
2023 Q4	–	Sell	-40	Closed	-$3.74K	–	3423
2023 Q3	$3.74K	Buy	+40	New	+$3.75K	﹤0.01%	2295

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

Global Retirement Partners's LDUR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2026: 1,523 shares worth $146K. The stake represents ﹤0.01% of the portfolio and ranks #1794 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in LDUR as recently as Q4 2025.

Global Retirement Partners first reported a position in LDUR in Q3 2023 and has held it in 7 quarters since. The position peaked at $147K in Q3 2025. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Global Retirement Partners held 1,523 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $146K as of Q2 2026.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund was a new Global Retirement Partners position in Q2 2026.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1794 holding.
Global Retirement Partners first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2023 and has held it in 7 quarters since.
Global Retirement Partners's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $147K in Q3 2025.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.