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 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%	+$5.67K	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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

NWF Advisory Services's LDUR Position: Q1 2026 in Review

NWF Advisory Services reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 19% in Q1 2026, selling an estimated $104K and leaving 4,486 shares worth $430K. The position accounts for 0.05% of the portfolio, ranked #233.

NWF Advisory Services first reported a position in LDUR in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.15M in Q3 2023. 192 funds tracked by Wall St. Rank hold LDUR as of Q1 2026.

NWF Advisory Services held 4,486 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $430K as of Q1 2026.
NWF Advisory Services sold 1,082 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2026, an estimated $104K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.05% of NWF Advisory Services's portfolio in Q1 2026, its #233 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 13 quarters since.
NWF Advisory Services's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $1.15M in Q3 2023.
192 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.