&Partners’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

&Partners’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	$1.08M	Sell	11,295 -96	-0.8%	-$9.17K	﹤0.01%	1372
2026 Q1	$1.09M	Buy	11,391 +283	+3%	+$27.2K	0.01%	1249
2025 Q4	$1.07M	Sell	11,108 -100	-0.9%	-$9.6K	0.01%	1184
2025 Q3	$1.07M	Buy	11,208 +1,314	+13%	+$126K	0.01%	1056
2025 Q2	$948K	Buy	+9,894	New	+$944K	0.01%	1011

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

&Partners's LDUR Position: Q2 2026 in Review

&Partners reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 0.84% in Q2 2026, selling an estimated $9.17K and leaving 11,295 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

&Partners first reported a position in LDUR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.09M in Q1 2026. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

&Partners held 11,295 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $1.08M as of Q2 2026.
&Partners sold 96 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $9.17K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1372 holding.
&Partners first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2025 and has held it in 5 quarters since.
&Partners's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $1.09M in Q1 2026.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.