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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return