Keyvantage Wealth’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Keyvantage Wealth’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	–	Sell	-5,520	Closed	-$529K	–	102
2026 Q1	$529K	Sell	5,520 -1,104	-17%	-$106K	0.23%	62
2025 Q4	$636K	Sell	6,624 -88	-1%	-$8.45K	0.27%	56
2025 Q3	$645K	Sell	6,712 -376	-5%	-$36K	0.27%	51
2025 Q2	$679K	Sell	7,088 -1,138	-14%	-$109K	0.3%	45
2025 Q1	$790K	Sell	8,226 -19,390	-70%	-$1.85M	0.38%	37
2024 Q4	$2.62M	Buy	+27,616	New	+$2.63M	1.88%	16

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

Keyvantage Wealth's LDUR Position: Q2 2026 in Review

Keyvantage Wealth sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2026, closing a stake of 5,520 shares — an estimated $529K sold.

Keyvantage Wealth first reported a position in LDUR in Q4 2024 and held it in 6 quarters. The position peaked at $2.62M in Q4 2024. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Keyvantage Wealth reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
Keyvantage Wealth sold 5,520 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $529K.
Keyvantage Wealth first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2024 and held it in 6 quarters.
Keyvantage Wealth's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $2.62M in Q4 2024.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.