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

Legacy Capital Wealth 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
2026 Q2	$991K	Sell	10,360 -6,374	-38%	-$609K	0.19%	104
2026 Q1	$1.6M	Sell	16,734 -904	-5%	-$86.8K	0.33%	57
2025 Q4	$1.69M	Sell	17,638 -237	-1%	-$22.8K	0.36%	49
2025 Q3	$1.72M	Sell	17,875 -202	-1%	-$19.3K	0.37%	45
2025 Q2	$1.73M	Buy	18,077 +4,074	+29%	+$389K	0.39%	42
2025 Q1	$1.34M	Buy	14,003 +4,464	+47%	+$426K	0.33%	61
2024 Q4	$906K	Buy	9,539 +12	+0.1%	+$1.14K	0.22%	86
2024 Q3	$914K	Buy	9,527 +12	+0.1%	+$1.15K	0.18%	107
2024 Q2	$901K	Buy	+9,515	New	+$898K	0.23%	83
2024 Q1	–	Sell	-9,491	Closed	-$899K	–	239
2023 Q4	$899K	Buy	9,491 +11	+0.1%	+$1.03K	0.25%	89
2023 Q3	$889K	Buy	+9,480	New	+$888K	0.24%	83

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 Wealth Partners's LDUR Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 38% in Q2 2026, selling an estimated $609K and leaving 10,360 shares worth $991K. The position accounts for 0.19% of the portfolio, ranked #104.

Legacy Capital Wealth Partners first reported a position in LDUR in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.73M in Q2 2025. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Legacy Capital Wealth Partners held 10,360 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $991K as of Q2 2026.
Legacy Capital Wealth Partners sold 6,374 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $609K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.19% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #104 holding.
Legacy Capital Wealth Partners first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2023 and has held it in 11 quarters since.
Legacy Capital Wealth Partners's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $1.73M 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 Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.