Kovitz Investment Group Partners’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Kovitz Investment Group Partners’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
2025 Q4	–	Sell	-15,552	Closed	-$1.5M	–	944
2025 Q3	$1.5M	Sell	15,552 -3,402	-18%	-$326K	0.01%	733
2025 Q2	$1.82M	Sell	18,954 -1,335	-7%	-$127K	0.01%	653
2025 Q1	$1.95M	Buy	20,289 +18,001	+787%	+$1.72M	0.01%	586
2024 Q4	$217K	Buy	+2,288	New	+$218K	﹤0.01%	1142

Other funds holding LDUR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

TCM

TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Kovitz Investment Group Partners's LDUR Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q4 2025, closing a stake of 15,552 shares — an estimated $1.5M sold.

Kovitz Investment Group Partners first reported a position in LDUR in Q4 2024 and held it in 4 quarters. The position peaked at $1.95M in Q1 2025. 165 funds tracked by Wall St. Rank hold LDUR as of Q4 2025.

Kovitz Investment Group Partners reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 15,552 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2025, an estimated $1.5M.
Kovitz Investment Group Partners first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2024 and held it in 4 quarters.
Kovitz Investment Group Partners's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $1.95M in Q1 2025.
165 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.