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

Krilogy Financial’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	$1.25M	Sell	13,040 -42	-0.3%	-$4.01K	0.04%	329
2026 Q1	$1.25M	Buy	13,082 +4,870	+59%	+$467K	0.04%	304
2025 Q4	$789K	Sell	8,212 -3,414	-29%	-$328K	0.03%	410
2025 Q3	$1.11M	Buy	11,626 +195	+2%	+$18.7K	0.04%	315
2025 Q2	$1.1M	Buy	11,431 +3	+0%	+$286	0.06%	177
2025 Q1	$1.1M	Buy	11,428 +318	+3%	+$30.4K	0.07%	166
2024 Q4	$1.06M	Sell	11,110 -213	-2%	-$20.3K	0.07%	162
2024 Q3	$1.09M	Buy	+11,323	New	+$1.08M	0.07%	161
2023 Q2	–	Sell	-3,486	Closed	-$331K	–	308
2023 Q1	$331K	Sell	3,486 -1,450	-29%	-$137K	0.03%	321
2022 Q4	$465K	Buy	4,936 +19	+0.4%	+$1.79K	0.04%	262
2022 Q3	$466K	Buy	4,917 +13	+0.3%	+$1.24K	0.06%	213
2022 Q2	$471K	Buy	4,904 +2,579	+111%	+$250K	0.05%	212
2022 Q1	$227K	Buy	+2,325	New	+$231K	0.02%	289
2018 Q4	–	Sell	-70	Closed	-$7K	–	433
2018 Q3	$7K	Buy	+70	New	+$6.97K	﹤0.01%	578

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

Krilogy Financial's LDUR Position: Q2 2026 in Review

Krilogy Financial reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 0.32% in Q2 2026, selling an estimated $4.01K and leaving 13,040 shares worth $1.25M. The position accounts for 0.04% of the portfolio, ranked #329.

Krilogy Financial first reported a position in LDUR in Q3 2018 and has held it in 14 quarters since. The position peaked at $1.25M in Q1 2026. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Krilogy Financial held 13,040 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $1.25M as of Q2 2026.
Krilogy Financial sold 42 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $4.01K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.04% of Krilogy Financial's portfolio in Q2 2026, its #329 holding.
Krilogy Financial first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2018 and has held it in 14 quarters since.
Krilogy Financial's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $1.25M in Q1 2026.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.