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Heritage Oak Wealth Advisors’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Heritage Oak Wealth Advisors’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 		– Sell
-75,552
Closed -$7.24M – 105
2026
Q1 		$7.24M Buy
+75,552
New +$7.25M 2.3% 8

Other funds holding LDUR

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Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
MWM
Maimon Wealth Management Ra'anana, Israel $130M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BWMG
Barnes Wealth Management Group Bakersfield, California $216M AUM 19.12% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Heritage Oak Wealth Advisors's LDUR Position: Q2 2026 in Review

Heritage Oak Wealth Advisors sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2026, closing a stake of 75,552 shares — an estimated $7.24M sold.

Heritage Oak Wealth Advisors first reported a position in LDUR in Q1 2026 and held it in 1 quarter. The position peaked at $7.24M in Q1 2026. 46 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

  • Heritage Oak Wealth Advisors reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 75,552 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $7.24M.
  • Heritage Oak Wealth Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2026 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $7.24M in Q1 2026.
  • 46 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.