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

Sequoia Financial 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 Q2	$322K	Sell	3,367 -365	-10%	-$34.9K	﹤0.01%	1624
2026 Q1	$358K	Buy	3,732 +198	+6%	+$19K	﹤0.01%	1460
2025 Q4	$339K	Sell	3,534 -92	-3%	-$8.84K	﹤0.01%	1490
2025 Q3	$349K	Buy	3,626 +788	+28%	+$75.5K	﹤0.01%	1318
2025 Q2	$272K	Sell	2,838 -3,730	-57%	-$356K	﹤0.01%	1316
2025 Q1	$630K	Sell	6,568 -54	-0.8%	-$5.16K	﹤0.01%	770
2024 Q4	$629K	Sell	6,622 -1,240	-16%	-$118K	0.01%	728
2024 Q3	$754K	Sell	7,862 -4,879	-38%	-$465K	0.01%	624
2024 Q2	$1.21M	Sell	12,741 -1,714	-12%	-$162K	0.01%	439
2024 Q1	$1.37M	Sell	14,455 -4,307	-23%	-$408K	0.02%	407
2023 Q4	$1.78M	Sell	18,762 -34,938	-65%	-$3.28M	0.02%	383
2023 Q3	$5.03M	Sell	53,700 -3,432	-6%	-$322K	0.09%	153
2023 Q2	$5.36M	Sell	57,132 -105,516	-65%	-$9.96M	0.09%	154
2023 Q1	$15.4M	Sell	162,648 -19,844	-11%	-$1.88M	0.34%	54
2022 Q4	$17.2M	Sell	182,492 -352,927	-66%	-$33.2M	0.42%	45
2022 Q3	$50.7M	Buy	535,419 +98,642	+23%	+$9.43M	1.6%	13
2022 Q2	$41.9M	Buy	+436,777	New	+$42.3M	1.19%	17

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

Sequoia Financial Advisors's LDUR Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 9.8% in Q2 2026, selling an estimated $34.9K and leaving 3,367 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #1624.

Sequoia Financial Advisors first reported a position in LDUR in Q2 2022 and has held it in 17 quarters since. The position peaked at $50.7M in Q3 2022. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Sequoia Financial Advisors held 3,367 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $322K as of Q2 2026.
Sequoia Financial Advisors sold 365 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $34.9K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1624 holding.
Sequoia Financial Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2022 and has held it in 17 quarters since.
Sequoia Financial Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $50.7M in Q3 2022.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.