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

Opal 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	–	Sell	-351	Closed	-$33.6K	–	418
2026 Q1	$33.6K	Buy	+351	New	+$33.7K	0.01%	475
2025 Q3	–	Sell	-318	Closed	-$30.5K	–	385
2025 Q2	$30.5K	Sell	318 -6	-2%	-$573	0.01%	471
2025 Q1	$31.1K	Buy	+324	New	+$30.9K	0.01%	438
2024 Q3	–	Sell	-401	Closed	-$38K	–	736
2024 Q2	$38K	Buy	+401	New	+$37.9K	0.01%	389
2023 Q1	–	Sell	-47,227	Closed	-$4.45M	–	132
2022 Q4	$4.45M	Buy	+47,227	New	+$4.44M	2.45%	7
2022 Q1	–	Sell	-20,876	Closed	-$2.1M	–	122
2021 Q4	$2.1M	Buy	+20,876	New	+$2.11M	1.33%	13

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

Opal Wealth Advisors's LDUR Position: Q2 2026 in Review

Opal Wealth Advisors sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2026, closing a stake of 351 shares — an estimated $33.6K sold.

Opal Wealth Advisors first reported a position in LDUR in Q4 2021 and held it in 6 quarters. The position peaked at $4.45M in Q4 2022. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Opal Wealth Advisors reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 351 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $33.6K.
Opal Wealth Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2021 and held it in 6 quarters.
Opal Wealth Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $4.45M in Q4 2022.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.