Private Advisor Group’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Private Advisor Group’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	$2.13M	Buy	22,257 +8,918	+67%	+$856K	0.01%	1035
2025 Q4	$1.28M	Sell	13,339 -4,632	-26%	-$445K	0.01%	1271
2025 Q3	$1.73M	Buy	+17,971	New	+$1.72M	0.01%	1084
2023 Q2	–	Sell	-2,108	Closed	-$200K	–	2061
2023 Q1	$200K	Buy	+2,108	New	+$199K	﹤0.01%	1790
2022 Q1	–	Sell	-64,816	Closed	-$6.52M	–	2197
2021 Q4	$6.52M	Buy	+64,816	New	+$6.56M	0.05%	363
2021 Q1	–	Sell	-2,006	Closed	-$205K	–	1937
2020 Q4	$205K	Sell	2,006 -94	-4%	-$9.59K	﹤0.01%	1617
2020 Q3	$215K	Buy	2,100 +1,615	+333%	+$165K	﹤0.01%	1376
2020 Q2	$49K	Buy	+485	New	+$48.6K	﹤0.01%	2113
2020 Q1	–	Sell	-9,090	Closed	-$907K	–	1556
2019 Q4	$907K	Sell	9,090 -1,502	-14%	-$150K	0.01%	801
2019 Q3	$1.06M	Buy	10,592 +1,475	+16%	+$148K	0.02%	775
2019 Q2	$914K	Buy	9,117 +2,482	+37%	+$248K	0.02%	777
2019 Q1	$662K	Sell	6,635 -250	-4%	-$24.8K	0.01%	852
2018 Q4	$680K	Sell	6,885 -223	-3%	-$22.1K	0.02%	720
2018 Q3	$708K	Buy	+7,108	New	+$708K	0.01%	838
2018 Q2	–	Sell	-4,106	Closed	-$410K	–	1386
2018 Q1	$410K	Buy	+4,106	New	+$411K	0.02%	748
2017 Q4	–	Sell	-2,688	Closed	-$272K	–	1310
2017 Q3	$272K	Hold	2,688	–	–	0.01%	1197
2017 Q2	$271K	Buy	2,688 +177	+7%	+$17.9K	0.01%	1114
2017 Q1	$253K	Buy	+2,511	New	+$253K	0.01%	1159

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

Private Advisor Group's LDUR Position: Q1 2026 in Review

Private Advisor Group increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 67% in Q1 2026, buying an estimated $856K and bringing the position to 22,257 shares worth $2.13M. The position accounts for 0.01% of the portfolio, ranked #1035.

Private Advisor Group first reported a position in LDUR in Q1 2017 and has held it in 18 quarters since. The position peaked at $6.52M in Q4 2021. 192 funds tracked by Wall St. Rank hold LDUR as of Q1 2026.

Private Advisor Group held 22,257 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $2.13M as of Q1 2026.
Private Advisor Group bought 8,918 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2026, an estimated $856K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1035 holding.
Private Advisor Group first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2017 and has held it in 18 quarters since.
Private Advisor Group's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $6.52M in Q4 2021.
192 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.