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

HighTower 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	$12.8M	Sell	133,806 -2,469	-2%	-$236K	0.01%	828
2026 Q1	$13.1M	Sell	136,275 -3,440	-2%	-$330K	0.01%	772
2025 Q4	$13.4M	Buy	139,715 +1,840	+1%	+$177K	0.01%	756
2025 Q3	$13.3M	Buy	137,875 +6,521	+5%	+$625K	0.02%	739
2025 Q2	$12.6M	Buy	131,354 +4,188	+3%	+$400K	0.02%	715
2025 Q1	$12.2M	Sell	127,166 -96,782	-43%	-$9.24M	0.02%	692
2024 Q4	$21.3M	Sell	223,948 -529	-0.2%	-$50.4K	0.03%	507
2024 Q3	$21.5M	Buy	224,477 +6,809	+3%	+$649K	0.03%	495
2024 Q2	$20.6M	Sell	217,668 -15,739	-7%	-$1.49M	0.03%	484
2024 Q1	$22.1M	Buy	233,407 +26,681	+13%	+$2.53M	0.04%	445
2023 Q4	$19.6M	Sell	206,726 -58,786	-22%	-$5.52M	0.03%	479
2023 Q3	$24.9M	Sell	265,512 -46,108	-15%	-$4.32M	0.05%	380
2023 Q2	$29.2M	Sell	311,620 -426	-0.1%	-$40.2K	0.06%	328
2023 Q1	$29.6M	Buy	312,046 +8,645	+3%	+$817K	0.06%	302
2022 Q4	$28.6M	Sell	303,401 -156,688	-34%	-$14.7M	0.07%	300
2022 Q3	$43.6M	Sell	460,089 -142,462	-24%	-$13.6M	0.12%	187
2022 Q2	$57.8M	Buy	602,551 +90,032	+18%	+$8.72M	0.15%	146
2022 Q1	$50M	Buy	512,519 +57,977	+13%	+$5.76M	0.11%	192
2021 Q4	$45.7M	Buy	454,542 +451,260	+13,750%	+$45.7M	0.1%	209
2021 Q3	$335K	Sell	3,282 -5,347	-62%	-$544K	﹤0.01%	2343
2021 Q2	$877K	Sell	8,629 -493	-5%	-$50.2K	﹤0.01%	1715
2021 Q1	$931K	Sell	9,122 -5,712	-39%	-$583K	﹤0.01%	1611
2020 Q4	$1.51M	Buy	14,834 +10,999	+287%	+$1.12M	0.01%	1031
2020 Q3	$392K	Sell	3,835 -214	-5%	-$21.8K	﹤0.01%	1691
2020 Q2	$413K	Sell	4,049 -280	-6%	-$28.1K	﹤0.01%	1563
2020 Q1	$428K	Sell	4,329 -41	-0.9%	-$4.09K	﹤0.01%	1400
2019 Q4	$436K	Buy	4,370 +1,089	+33%	+$109K	﹤0.01%	1505
2019 Q3	$330K	Buy	+3,281	New	+$329K	﹤0.01%	1729

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

HighTower Advisors's LDUR Position: Q2 2026 in Review

HighTower Advisors reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 1.8% in Q2 2026, selling an estimated $236K and leaving 133,806 shares worth $12.8M. The position accounts for 0.01% of the portfolio, ranked #828.

HighTower Advisors first reported a position in LDUR in Q3 2019 and has held it in 28 quarters since. The position peaked at $57.8M in Q2 2022. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

HighTower Advisors held 133,806 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $12.8M as of Q2 2026.
HighTower Advisors sold 2,469 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $236K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #828 holding.
HighTower Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2019 and has held it in 28 quarters since.
HighTower Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $57.8M in Q2 2022.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.