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

Outlook 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	–	Sell	-3,075	Closed	-$295K	–	321
2025 Q4	$295K	Sell	3,075 -84	-3%	-$8.07K	0.07%	243
2025 Q3	$304K	Sell	3,159 -111	-3%	-$10.6K	0.08%	225
2025 Q2	$313K	Buy	+3,270	New	+$312K	0.08%	222

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Outlook Wealth Advisors sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2026, closing a stake of 3,075 shares — an estimated $295K sold.

Outlook Wealth Advisors first reported a position in LDUR in Q2 2025 and held it in 3 quarters. The position peaked at $313K in Q2 2025. 192 funds tracked by Wall St. Rank hold LDUR as of Q1 2026.

Outlook Wealth Advisors reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
Outlook Wealth Advisors sold 3,075 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2026, an estimated $295K.
Outlook Wealth Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2025 and held it in 3 quarters.
Outlook Wealth Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $313K in Q2 2025.
192 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.