Maimon Wealth Management’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Maimon Wealth Management’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	$5.12M	Buy	53,530 +7,180	+15%	+$686K	3.94%	8
2026 Q1	$4.43M	Buy	46,350 +3,710	+9%	+$356K	3.89%	7
2025 Q4	$4.09M	Buy	+42,640	New	+$4.1M	3.8%	7

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

Maimon Wealth Management's LDUR Position: Q2 2026 in Review

Maimon Wealth Management increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 15% in Q2 2026, buying an estimated $686K and bringing the position to 53,530 shares worth $5.12M. The position accounts for 3.94% of the portfolio, ranked #8.

Maimon Wealth Management first reported a position in LDUR in Q4 2025 and has held it in 3 quarters since. 173 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Maimon Wealth Management held 53,530 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $5.12M as of Q2 2026.
Maimon Wealth Management bought 7,180 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $686K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 3.94% of Maimon Wealth Management's portfolio in Q2 2026, its #8 holding.
Maimon Wealth Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
173 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Maimon Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.