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 Q2	$222K	Sell	2,322 -1,898	-45%	-$181K	﹤0.01%	489
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%	421

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

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 $435M AUM 10.81% 1-Year Est. Return

Kestra Investment Management's LDUR Position: Q2 2026 in Review

Kestra Investment Management reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 45% in Q2 2026, selling an estimated $181K and leaving 2,322 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Kestra Investment Management first reported a position in LDUR in Q2 2025 and has held it in 5 quarters since. The position peaked at $404K in Q1 2026. 175 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Kestra Investment Management held 2,322 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $222K as of Q2 2026.
Kestra Investment Management sold 1,898 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $181K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up ﹤0.01% of Kestra Investment Management's portfolio in Q2 2026, its #489 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 5 quarters since.
Kestra Investment Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $404K in Q1 2026.
175 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.