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Prospera Financial Services’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Prospera Financial Services’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 		$538K Buy
5,620
+30
+0.5% +$2.87K 0.01% 1008
2026
Q1 		$536K Sell
5,590
-2,772
-33% -$266K 0.01% 959
2025
Q4 		$804K Sell
8,362
-188
-2% -$18.1K 0.01% 761
2025
Q3 		$823K Buy
8,550
+78
+0.9% +$7.47K 0.01% 761
2025
Q2 		$813K Sell
8,472
-213
-2% -$20.3K 0.02% 724
2025
Q1 		$834K Sell
8,685
-542
-6% -$51.8K 0.02% 608
2024
Q4 		$878K Buy
9,227
+43
+0.5% +$4.09K 0.02% 581
2024
Q3 		$883K Buy
9,184
+100
+1% +$9.54K 0.02% 534
2024
Q2 		$861K Sell
9,084
-834
-8% -$78.7K 0.02% 546
2024
Q1 		$942K Buy
9,918
+80
+0.8% +$7.59K 0.03% 507
2023
Q4 		$932K Sell
9,838
-67
-0.7% -$6.29K 0.03% 489
2023
Q3 		$930K Sell
9,905
-541
-5% -$50.7K 0.04% 432
2023
Q2 		$981K Buy
10,446
+303
+3% +$28.6K 0.04% 423
2023
Q1 		$964K Sell
10,143
-288
-3% -$27.2K 0.04% 447
2022
Q4 		$983K Sell
10,431
-1,062
-9% -$99.8K 0.05% 358
2022
Q3 		$1.09M Buy
11,493
+38
+0.3% +$3.63K 0.06% 345
2022
Q2 		$1.1M Sell
11,455
-4,506
-28% -$437K 0.06% 352
2022
Q1 		$1.56M Buy
15,961
+437
+3% +$43.4K 0.07% 324
2021
Q4 		$1.56M Buy
+15,524
New +$1.57M 0.07% 317

Other funds holding LDUR

Fidelity Investments
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
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
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

Prospera Financial Services's LDUR Position: Q2 2026 in Review

Prospera Financial Services increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 0.54% in Q2 2026, buying an estimated $2.87K and bringing the position to 5,620 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #1008.

Prospera Financial Services first reported a position in LDUR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.56M in Q4 2021. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

  • Prospera Financial Services held 5,620 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $538K as of Q2 2026.
  • Prospera Financial Services bought 30 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $2.87K.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1008 holding.
  • Prospera Financial Services first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2021 and has held it in 19 quarters since.
  • Prospera Financial Services's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $1.56M in Q4 2021.
  • 174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.