KFG
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Kelly Financial Group’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Kelly Financial Group’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 		$28.6M Buy
299,442
+16,665
+6% +$1.59M 6.36% 5
2026
Q1 		$27.1M Buy
282,777
+7,958
+3% +$764K 6.81% 4
2025
Q4 		$26.5M Buy
274,819
+8,159
+3% +$784K 6.73% 4
2025
Q3 		$25.6M Buy
266,660
+16,767
+7% +$1.61M 6.8% 4
2025
Q2 		$23.9M Buy
249,893
+1,493
+0.6% +$142K 6.93% 4
2025
Q1 		$23.8M Buy
248,400
+38,352
+18% +$3.66M 7.45% 4
2024
Q4 		$20M Buy
+210,048
New +$20M 7.12% 4

Other funds holding LDUR

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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BWM
BankPlus Wealth Management Jackson, Mississippi $222M AUM 19.54% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Kelly Financial Group's LDUR Position: Q2 2026 in Review

Kelly Financial Group increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 5.9% in Q2 2026, buying an estimated $1.59M and bringing the position to 299,442 shares worth $28.6M. The position accounts for 6.36% of the portfolio, ranked #5.

Kelly Financial Group first reported a position in LDUR in Q4 2024 and has held it in 7 quarters since. 34 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

  • Kelly Financial Group held 299,442 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $28.6M as of Q2 2026.
  • Kelly Financial Group bought 16,665 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.59M.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 6.36% of Kelly Financial Group's portfolio in Q2 2026, its #5 holding.
  • Kelly Financial Group first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
  • 34 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.