Sigma Planning Corp’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Sigma Planning Corp’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	$236K	Buy	2,464 +32	+1%	+$3.06K	0.01%	1233
2026 Q1	$233K	Buy	2,432 +37	+2%	+$3.55K	0.01%	1165
2025 Q4	$230K	Sell	2,395 -241	-9%	-$23.1K	0.01%	1147
2025 Q3	$253K	Hold	2,636	–	–	0.01%	1105
2025 Q2	$253K	Buy	+2,636	New	+$252K	0.01%	1064

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

Sigma Planning Corp's LDUR Position: Q2 2026 in Review

Sigma Planning Corp increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 1.3% in Q2 2026, buying an estimated $3.06K and bringing the position to 2,464 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #1233.

Sigma Planning Corp first reported a position in LDUR in Q2 2025 and has held it in 5 quarters since. The position peaked at $253K in Q3 2025. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Sigma Planning Corp held 2,464 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $236K as of Q2 2026.
Sigma Planning Corp bought 32 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $3.06K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1233 holding.
Sigma Planning Corp first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2025 and has held it in 5 quarters since.
Sigma Planning Corp's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $253K in Q3 2025.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.