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

Plan A Wealth’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
Q3 		$245K Buy
+2,602
New +$247K 0.09% 165

Other funds holding LDUR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWM
BankPlus Wealth Management Jackson, Mississippi $229M AUM 13.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Plan A Wealth's LDUR Position: Q3 2026 in Review

Plan A Wealth opened a new position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q3 2026: 2,602 shares worth $245K. The stake represents 0.09% of the portfolio and ranks #165 among its holdings.

11 funds tracked by Wall St. Rank hold LDUR as of Q3 2026.

  • Plan A Wealth held 2,602 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $245K as of Q3 2026.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund was a new Plan A Wealth position in Q3 2026.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.09% of Plan A Wealth's portfolio in Q3 2026, its #165 holding.
  • 11 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.