Mutual Advisors’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Mutual Advisors’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	$238K	Buy	2,487 +179	+8%	+$17.1K	﹤0.01%	1267
2026 Q1	$221K	Buy	+2,308	New	+$222K	﹤0.01%	1240
2023 Q2	–	Sell	-2,409	Closed	-$229K	–	1038
2023 Q1	$229K	Buy	2,409 +5	+0.2%	+$473	0.01%	872
2022 Q4	$227K	Buy	+2,404	New	+$226K	0.01%	832

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

Mutual Advisors's LDUR Position: Q2 2026 in Review

Mutual Advisors increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 7.8% in Q2 2026, buying an estimated $17.1K and bringing the position to 2,487 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

Mutual Advisors first reported a position in LDUR in Q4 2022 and has held it in 4 quarters since. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Mutual Advisors held 2,487 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $238K as of Q2 2026.
Mutual Advisors bought 179 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $17.1K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up ﹤0.01% of Mutual Advisors's portfolio in Q2 2026, its #1267 holding.
Mutual Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2022 and has held it in 4 quarters since.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.