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

IFP 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	$3.9M	Sell	40,800 -1,964	-5%	-$188K	0.07%	310
2026 Q1	$4.1M	Buy	42,764 +10,594	+33%	+$1.02M	0.09%	256
2025 Q4	$3.09M	Sell	32,170 -3,676	-10%	-$353K	0.07%	314
2025 Q3	$3.45M	Buy	35,846 +1,678	+5%	+$161K	0.09%	245
2025 Q2	$3.27M	Buy	34,168 +2,981	+10%	+$284K	0.09%	237
2025 Q1	$2.99M	Buy	31,187 +633	+2%	+$60.5K	0.09%	250
2024 Q4	$2.9M	Sell	30,554 -229	-0.7%	-$21.8K	0.1%	238
2024 Q3	$2.95M	Buy	30,783 +1,472	+5%	+$140K	0.11%	215
2024 Q2	$2.77M	Sell	29,311 -1,106	-4%	-$104K	0.11%	195
2024 Q1	$2.89M	Buy	30,417 +3,395	+13%	+$322K	0.13%	174
2023 Q4	$2.56M	Buy	27,022 +934	+4%	+$87.8K	0.12%	187
2023 Q3	$2.45M	Buy	26,088 +101	+0.4%	+$9.46K	0.11%	196
2023 Q2	$2.44M	Buy	25,987 +12,424	+92%	+$1.17M	0.1%	212
2023 Q1	$1.35M	Sell	13,563 -16,037	-54%	-$1.52M	0.06%	310
2022 Q4	$3.07M	Sell	29,600 -29,825	-50%	-$2.8M	0.08%	253
2022 Q3	$5.92M	Buy	59,425 +34,178	+135%	+$3.27M	0.15%	137
2022 Q2	$2.52M	Hold	25,247	–	–	0.08%	293
2022 Q1	$2.52M	Buy	25,247 +25,237	+252,370%	+$2.51M	0.08%	293
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	3043
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	3055
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	2912
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	2839
2020 Q4	$1K	Hold	10	–	–	﹤0.01%	2778
2020 Q3	$1K	Sell	10 -9	-47%	-$918	﹤0.01%	2658
2020 Q2	$2K	Hold	19	–	–	﹤0.01%	2403
2020 Q1	$2K	Hold	19	–	–	﹤0.01%	2376
2019 Q4	$2K	Buy	+19	New	+$1.9K	﹤0.01%	2525
2016 Q4	–	Sell	-642	Closed	-$65K	–	4061
2016 Q3	$65K	Hold	642	–	–	﹤0.01%	1646
2016 Q2	$64K	Buy	+642	New	+$64.2K	﹤0.01%	1618

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

IFP Advisors's LDUR Position: Q2 2026 in Review

IFP Advisors reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 4.6% in Q2 2026, selling an estimated $188K and leaving 40,800 shares worth $3.9M. The position accounts for 0.07% of the portfolio, ranked #310.

IFP Advisors first reported a position in LDUR in Q2 2016 and has held it in 29 quarters since. The position peaked at $5.92M in Q3 2022. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

IFP Advisors held 40,800 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $3.9M as of Q2 2026.
IFP Advisors sold 1,964 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $188K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.07% of IFP Advisors's portfolio in Q2 2026, its #310 holding.
IFP Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2016 and has held it in 29 quarters since.
IFP Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $5.92M in Q3 2022.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.