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

New Wave Wealth 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 		$1.3M Buy
13,611
+10,490
+336% +$1M 0.35% 58
2026
Q1 		$299K Buy
+3,121
New +$300K 0.1% 143

Other funds holding LDUR

Fidelity Investments
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
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
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

New Wave Wealth Advisors's LDUR Position: Q2 2026 in Review

New Wave Wealth Advisors increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 336% in Q2 2026, buying an estimated $1M and bringing the position to 13,611 shares worth $1.3M. The position accounts for 0.35% of the portfolio, ranked #58.

New Wave Wealth Advisors first reported a position in LDUR in Q1 2026 and has held it in 2 quarters since. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

  • New Wave Wealth Advisors held 13,611 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $1.3M as of Q2 2026.
  • New Wave Wealth Advisors bought 10,490 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $1M.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.35% of New Wave Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • New Wave Wealth Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2026 and has held it in 2 quarters since.
  • 174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.