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

NWF 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 Q3	$388K	Hold	4,122	–	–	0.04%	262
2026 Q2	$394K	Sell	4,122 -364	-8%	-$34.8K	0.04%	261
2026 Q1	$430K	Sell	4,486 -1,082	-19%	-$104K	0.05%	233
2025 Q4	$534K	Buy	5,568 +965	+21%	+$92.7K	0.06%	200
2025 Q3	$443K	Sell	4,603 -2,800	-38%	-$268K	0.05%	228
2025 Q2	$709K	Sell	7,403 -150	-2%	-$14.3K	0.08%	161
2025 Q1	$725K	Buy	7,553 +946	+14%	+$90.4K	0.1%	134
2024 Q4	$630K	Sell	6,607 -2,985	-31%	-$284K	0.09%	113
2024 Q3	$920K	Sell	9,592 -350	-4%	-$33.4K	0.13%	115
2024 Q2	$941K	Buy	9,942 +60	+0.6%	+$5.66K	0.15%	105
2024 Q1	$937K	Sell	9,882 -1,198	-11%	-$114K	0.16%	107
2023 Q4	$1.05M	Sell	11,080 -1,144	-9%	-$107K	0.21%	89
2023 Q3	$1.15M	Buy	12,224 +2,137	+21%	+$200K	0.27%	73
2023 Q2	$946K	Hold	10,087	–	–	0.22%	91
2023 Q1	$946K	Buy	+10,087	New	+$953K	0.22%	91

Other funds holding LDUR

Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Copper Harbor Investment Advisors Appleton, Wisconsin $486M AUM

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

NWF Advisory Services's LDUR Position: Q3 2026 in Review

NWF Advisory Services held its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) position steady in Q3 2026 at 4,122 shares worth $388K. The position accounts for 0.04% of the portfolio, ranked #262.

NWF Advisory Services first reported a position in LDUR in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.15M in Q3 2023. 36 funds tracked by Wall St. Rank hold LDUR as of Q3 2026.

NWF Advisory Services held 4,122 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $388K as of Q3 2026.
NWF Advisory Services left its PIMCO Enhanced Low Duration Active Exchange-Traded Fund share count unchanged in Q3 2026.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.04% of NWF Advisory Services's portfolio in Q3 2026, its #262 holding.
NWF Advisory Services first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2023 and has held it in 15 quarters since.
NWF Advisory Services's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $1.15M in Q3 2023.
36 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.