Lloyd Advisory Services’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Lloyd Advisory Services’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	$334K	Buy	3,497 +3,237	+1,245%	+$309K	0.13%	83
2026 Q1	$24.9K	Sell	260 -3,038	-92%	-$292K	0.01%	361
2025 Q4	$316K	Buy	3,298 +796	+32%	+$76.5K	0.12%	78
2025 Q3	$241K	Sell	2,502 -787	-24%	-$75.4K	0.11%	80
2025 Q2	$315K	Buy	+3,289	New	+$314K	0.15%	66
2022 Q1	–	Sell	-3	Closed	–	–	638
2021 Q4	$0	Buy	+3	New	+$304	﹤0.01%	447
2021 Q1	–	Sell	-3	Closed	–	–	400
2020 Q4	$0	Buy	+3	New	+$306	﹤0.01%	377
2020 Q3	–	Sell	-1	Closed	–	–	361
2020 Q2	$0	Buy	+1	New	+$100	﹤0.01%	333

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

Lloyd Advisory Services's LDUR Position: Q2 2026 in Review

Lloyd Advisory Services increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 1,245% in Q2 2026, buying an estimated $309K and bringing the position to 3,497 shares worth $334K. The position accounts for 0.13% of the portfolio, ranked #83.

Lloyd Advisory Services first reported a position in LDUR in Q2 2020 and has held it in 8 quarters since. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Lloyd Advisory Services held 3,497 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $334K as of Q2 2026.
Lloyd Advisory Services bought 3,237 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $309K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.13% of Lloyd Advisory Services's portfolio in Q2 2026, its #83 holding.
Lloyd Advisory Services first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2020 and has held it in 8 quarters since.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.