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 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 $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

Opal Wealth Advisors's LDUR Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2026: 351 shares worth $33.6K. The stake represents 0.01% of the portfolio and ranks #475 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in LDUR as recently as Q2 2025.

Opal Wealth Advisors first reported a position in LDUR in Q4 2021 and has held it in 6 quarters since. The position peaked at $4.45M in Q4 2022. 192 funds tracked by Wall St. Rank hold LDUR as of Q1 2026.

Opal Wealth Advisors held 351 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $33.6K as of Q1 2026.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund was a new Opal Wealth Advisors position in Q1 2026.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #475 holding.
Opal Wealth Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2021 and has held it in 6 quarters since.
Opal Wealth Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $4.45M in Q4 2022.
192 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.