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 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%	+$5.67K	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 $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

NWF Advisory Services's LDUR Position: Q2 2026 in Review

NWF Advisory Services reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 8.1% in Q2 2026, selling an estimated $34.8K and leaving 4,122 shares worth $394K. The position accounts for 0.04% of the portfolio, ranked #261.

NWF Advisory Services first reported a position in LDUR in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.15M in Q3 2023. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

NWF Advisory Services held 4,122 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $394K as of Q2 2026.
NWF Advisory Services sold 364 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $34.8K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.04% of NWF Advisory Services's portfolio in Q2 2026, its #261 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 14 quarters since.
NWF Advisory Services's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $1.15M in Q3 2023.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.