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

Parallel 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	$37.3K	Sell	389 -115	-23%	-$11K	﹤0.01%	2164
2025 Q4	$48.4K	Hold	504	–	–	﹤0.01%	1865
2025 Q3	$48.5K	Sell	504 -100	-17%	-$9.58K	﹤0.01%	1821
2025 Q2	$57.9K	Hold	604	–	–	﹤0.01%	1639
2025 Q1	$58K	Sell	604 -115	-16%	-$11K	﹤0.01%	1548
2024 Q4	$68.3K	Hold	719	–	–	﹤0.01%	1465
2024 Q3	$69K	Hold	719	–	–	﹤0.01%	1443
2024 Q2	$68.1K	Hold	719	–	–	﹤0.01%	1367
2024 Q1	$68.2K	Hold	719	–	–	﹤0.01%	1349
2023 Q4	$68.1K	Sell	719 -215	-23%	-$20.2K	﹤0.01%	1286
2023 Q3	$87.6K	Sell	934 -1,197	-56%	-$112K	﹤0.01%	1143
2023 Q2	$200K	Hold	2,131	–	–	0.01%	781
2023 Q1	$202K	Sell	2,131 -1,764	-45%	-$167K	0.01%	768
2022 Q4	$367K	Sell	3,895 -2,503	-39%	-$235K	0.02%	493
2022 Q3	$606K	Sell	6,398 -643	-9%	-$61.5K	0.03%	342
2022 Q2	$676K	Sell	7,041 -650	-8%	-$63K	0.03%	321
2022 Q1	$751K	Sell	7,691 -20	-0.3%	-$1.99K	0.03%	325
2021 Q4	$776K	Sell	7,711 -1,343	-15%	-$136K	0.03%	327
2021 Q3	$922K	Sell	9,054 -10,119	-53%	-$1.03M	0.04%	269
2021 Q2	$1.95M	Sell	19,173 -4,242	-18%	-$432K	0.08%	165
2021 Q1	$2.39M	Sell	23,415 -166	-0.7%	-$16.9K	0.11%	135
2020 Q4	$2.41M	Buy	23,581 +6	+0%	+$612	0.13%	125
2020 Q3	$2.41M	Buy	23,575 +315	+1%	+$32.1K	0.15%	109
2020 Q2	$2.37M	Sell	23,260 -891	-4%	-$89.3K	0.15%	104
2020 Q1	$2.39M	Buy	24,151 +3,119	+15%	+$311K	0.19%	88
2019 Q4	$2.1M	Buy	21,032 +1,044	+5%	+$104K	0.16%	113
2019 Q3	$2.01M	Buy	19,988 +1,779	+10%	+$178K	0.17%	104
2019 Q2	$1.82M	Buy	+18,209	New	+$1.82M	0.18%	99

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

Parallel Advisors's LDUR Position: Q1 2026 in Review

Parallel Advisors reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 23% in Q1 2026, selling an estimated $11K and leaving 389 shares worth $37.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2164.

Parallel Advisors first reported a position in LDUR in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.41M in Q3 2020. 192 funds tracked by Wall St. Rank hold LDUR as of Q1 2026.

Parallel Advisors held 389 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $37.3K as of Q1 2026.
Parallel Advisors sold 115 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2026, an estimated $11K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #2164 holding.
Parallel Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2019 and has held it in 28 quarters since.
Parallel Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $2.41M in Q3 2020.
192 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.