Howard Bailey Securities’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Howard Bailey Securities’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	$258K	Sell	2,703 -57	-2%	-$5.44K	0.1%	96
2026 Q1	$264K	Sell	2,760 -335	-11%	-$32.2K	0.11%	104
2025 Q4	$297K	Sell	3,095 -619	-17%	-$59.5K	0.12%	105
2025 Q3	$357K	Sell	3,714 -161	-4%	-$15.4K	0.1%	95
2025 Q2	$371K	Buy	+3,875	New	+$370K	0.11%	93

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

Howard Bailey Securities's LDUR Position: Q2 2026 in Review

Howard Bailey Securities reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 2.1% in Q2 2026, selling an estimated $5.44K and leaving 2,703 shares worth $258K. The position accounts for 0.1% of the portfolio, ranked #96.

Howard Bailey Securities first reported a position in LDUR in Q2 2025 and has held it in 5 quarters since. The position peaked at $371K in Q2 2025. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Howard Bailey Securities held 2,703 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $258K as of Q2 2026.
Howard Bailey Securities sold 57 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $5.44K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.1% of Howard Bailey Securities's portfolio in Q2 2026, its #96 holding.
Howard Bailey Securities first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2025 and has held it in 5 quarters since.
Howard Bailey Securities's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $371K in Q2 2025.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Howard Bailey Securities's 13F filing for Q2 2026, filed 10 Aug 2026.