Legacy Capital Group California’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Legacy Capital Group California’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	$4.49M	Buy	46,974 +3,481	+8%	+$332K	1.35%	7
2026 Q1	$4.17M	Sell	43,493 -2,180	-5%	-$209K	1.59%	6
2025 Q4	$4.38M	Sell	45,673 -1,309	-3%	-$126K	1.06%	13
2025 Q3	$4.52M	Sell	46,982 -320	-0.7%	-$30.6K	1.15%	11
2025 Q2	$4.53M	Buy	47,302 +30,060	+174%	+$2.87M	1.26%	11
2025 Q1	$1.65M	Buy	+17,242	New	+$1.65M	0.58%	28

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

Legacy Capital Group California's LDUR Position: Q2 2026 in Review

Legacy Capital Group California increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 8% in Q2 2026, buying an estimated $332K and bringing the position to 46,974 shares worth $4.49M. The position accounts for 1.35% of the portfolio, ranked #7.

Legacy Capital Group California first reported a position in LDUR in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.53M in Q2 2025. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Legacy Capital Group California held 46,974 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $4.49M as of Q2 2026.
Legacy Capital Group California bought 3,481 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $332K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 1.35% of Legacy Capital Group California's portfolio in Q2 2026, its #7 holding.
Legacy Capital Group California first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2025 and has held it in 6 quarters since.
Legacy Capital Group California's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $4.53M in Q2 2025.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.