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

IPG Investment 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	$262K	Hold	2,743	–	–	0.04%	207
2026 Q1	$263K	Hold	2,743	–	–	0.05%	194
2025 Q4	$264K	Hold	2,743	–	–	0.05%	185
2025 Q3	$264K	Hold	2,743	–	–	0.05%	179
2025 Q2	$263K	Hold	2,743	–	–	0.05%	150
2025 Q1	$263K	Hold	2,743	–	–	0.06%	139
2024 Q4	$262K	Hold	2,743	–	–	0.06%	137
2024 Q3	$263K	Hold	2,743	–	–	0.06%	138
2024 Q2	$260K	Hold	2,743	–	–	0.06%	136
2024 Q1	$260K	Buy	+2,743	New	+$260K	0.06%	132
2022 Q3	–	Sell	-2,743	Closed	-$263K	–	165
2022 Q2	$263K	Buy	+2,743	New	+$266K	0.07%	119
2021 Q4	–	Sell	-1,998	Closed	-$203K	–	222
2021 Q3	$203K	Hold	1,998	–	–	0.06%	116
2021 Q2	$203K	Hold	1,998	–	–	0.06%	130
2021 Q1	$204K	Hold	1,998	–	–	0.04%	178
2020 Q4	$204K	Sell	1,998 -4,502	-69%	-$459K	0.05%	157
2020 Q3	$664K	Sell	6,500 -1,999	-24%	-$204K	0.19%	73
2020 Q2	$866K	Sell	8,499 -2,003	-19%	-$201K	0.29%	59
2020 Q1	$1.04M	Sell	10,502 -1,001	-9%	-$99.8K	0.44%	42
2019 Q4	$1.15M	Sell	11,503 -8,497	-42%	-$850K	0.36%	48
2019 Q3	$2.01M	Sell	20,000 -1,001	-5%	-$100K	0.7%	34
2019 Q2	$2.1M	Buy	+21,001	New	+$2.1M	0.77%	31

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

IPG Investment Advisors's LDUR Position: Q2 2026 in Review

IPG Investment Advisors held its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) position steady in Q2 2026 at 2,743 shares worth $262K. The position accounts for 0.04% of the portfolio, ranked #207.

IPG Investment Advisors first reported a position in LDUR in Q2 2019 and has held it in 21 quarters since. The position peaked at $2.1M in Q2 2019. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

IPG Investment Advisors held 2,743 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $262K as of Q2 2026.
IPG Investment Advisors left its PIMCO Enhanced Low Duration Active Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.04% of IPG Investment Advisors's portfolio in Q2 2026, its #207 holding.
IPG Investment Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2019 and has held it in 21 quarters since.
IPG Investment Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $2.1M in Q2 2019.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.