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

NewEdge 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	$2.7M	Sell	28,193 -2,416	-8%	-$231K	0.01%	1062
2026 Q1	$2.93M	Buy	30,609 +3,367	+12%	+$323K	0.01%	915
2025 Q4	$2.61M	Buy	27,242 +3,248	+14%	+$312K	0.01%	937
2025 Q3	$2.31M	Buy	23,994 +755	+3%	+$72.3K	0.01%	941
2025 Q2	$2.23M	Sell	23,239 -608	-3%	-$58K	0.01%	884
2025 Q1	$2.29M	Sell	23,847 -56	-0.2%	-$5.35K	0.01%	802
2024 Q4	$2.27M	Sell	23,903 -642	-3%	-$61.1K	0.01%	784
2024 Q3	$2.36M	Buy	24,545 +13,502	+122%	+$1.29M	0.02%	720
2024 Q2	$1.05M	Buy	11,043 +9,662	+700%	+$912K	0.01%	1039
2024 Q1	$131K	Buy	1,381 +639	+86%	+$60.6K	﹤0.01%	1984
2023 Q4	$70.3K	Sell	742 -21,831	-97%	-$2.05M	﹤0.01%	2095
2023 Q3	$2.12M	Buy	22,573 +2,021	+10%	+$189K	0.02%	582
2023 Q2	$1.93M	Sell	20,552 -1,420	-6%	-$134K	0.02%	602
2023 Q1	$2.08M	Sell	21,972 -13,778	-39%	-$1.3M	0.03%	527
2022 Q4	$2.06M	Buy	35,750 +9,200	+35%	+$865K	0.06%	328
2022 Q3	$2.51M	Sell	26,550 -6,690	-20%	-$640K	0.04%	370
2022 Q2	$3.19M	Sell	33,240 -1,795	-5%	-$174K	0.05%	330
2022 Q1	$3.42M	Buy	35,035 +14,603	+71%	+$1.45M	0.06%	312
2021 Q4	$2.06M	Buy	20,432 +2,082	+11%	+$211K	0.03%	445
2021 Q3	$1.87M	Buy	+18,350	New	+$1.87M	0.05%	337

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

NewEdge Advisors's LDUR Position: Q2 2026 in Review

NewEdge Advisors reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 7.9% in Q2 2026, selling an estimated $231K and leaving 28,193 shares worth $2.7M. The position accounts for 0.01% of the portfolio, ranked #1062.

NewEdge Advisors first reported a position in LDUR in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.42M in Q1 2022. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

NewEdge Advisors held 28,193 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $2.7M as of Q2 2026.
NewEdge Advisors sold 2,416 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $231K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1062 holding.
NewEdge Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2021 and has held it in 20 quarters since.
NewEdge Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $3.42M in Q1 2022.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.