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

Kestra Investment Management’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 Q1	$404K	Buy	4,220 +1,936	+85%	+$186K	0.01%	313
2025 Q4	$219K	Buy	2,284 +32	+1%	+$3.07K	0.01%	409
2025 Q3	$217K	Buy	2,252 +22	+1%	+$2.11K	0.01%	408
2025 Q2	$214K	Buy	+2,230	New	+$213K	﹤0.01%	474

Other funds holding LDUR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Kestra Investment Management's LDUR Position: Q1 2026 in Review

Kestra Investment Management increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 85% in Q1 2026, buying an estimated $186K and bringing the position to 4,220 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #313.

Kestra Investment Management first reported a position in LDUR in Q2 2025 and has held it in 4 quarters since. 192 funds tracked by Wall St. Rank hold LDUR as of Q1 2026.

Kestra Investment Management held 4,220 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $404K as of Q1 2026.
Kestra Investment Management bought 1,936 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2026, an estimated $186K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.01% of Kestra Investment Management's portfolio in Q1 2026, its #313 holding.
Kestra Investment Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2025 and has held it in 4 quarters since.
192 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.