Signature Estate & Investment Advisors’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Signature Estate & Investment 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	$421K	Sell	4,398 -352	-7%	-$33.6K	0.01%	470
2026 Q1	$455K	Buy	4,750 +329	+7%	+$31.6K	0.01%	439
2025 Q4	$424K	Sell	4,421 -824	-16%	-$79.1K	0.01%	419
2025 Q3	$504K	Buy	5,245 +440	+9%	+$42.1K	0.01%	381
2025 Q2	$460K	Buy	4,805 +9	+0.2%	+$859	0.01%	380
2025 Q1	$460K	Buy	4,796 +10	+0.2%	+$955	0.01%	358
2024 Q4	$455K	Buy	4,786 +9	+0.2%	+$857	0.01%	343
2024 Q3	$458K	Buy	4,777 +10	+0.2%	+$954	0.01%	321
2024 Q2	$451K	Buy	+4,767	New	+$450K	0.01%	309
2022 Q3	–	Sell	-3,210	Closed	-$308K	–	166
2022 Q2	$308K	Hold	3,210	–	–	0.02%	138
2022 Q1	$313K	Hold	3,210	–	–	0.01%	131
2021 Q4	$323K	Buy	3,210 +494	+18%	+$50K	0.01%	138
2021 Q3	$276K	Sell	2,716 -51	-2%	-$5.19K	0.01%	142
2021 Q2	$281K	Sell	2,767 -117	-4%	-$11.9K	0.01%	144
2021 Q1	$294K	Buy	+2,884	New	+$294K	0.01%	136
2019 Q4	–	Sell	-16,951	Closed	-$1.7M	–	165
2019 Q3	$1.7M	Buy	16,951 +1,201	+8%	+$120K	0.11%	72
2019 Q2	$1.58M	Sell	15,750 -14,024	-47%	-$1.4M	0.1%	76
2019 Q1	$2.97M	Buy	29,774 +15,735	+112%	+$1.56M	0.2%	64
2018 Q4	$1.39M	Buy	+14,039	New	+$1.39M	0.12%	76
2018 Q3	–	Sell	-11,155	Closed	-$1.11M	–	162
2018 Q2	$1.11M	Buy	+11,155	New	+$1.11M	0.1%	79
2018 Q1	–	Sell	-51,934	Closed	-$5.21M	–	157
2017 Q4	$5.21M	Buy	+51,934	New	+$5.24M	0.53%	40

Other funds holding LDUR

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

TCM

TD Capital Management Memphis, Tennessee $1.22B AUM 13.44% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OCFG

O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Signature Estate & Investment Advisors's LDUR Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 7.4% in Q2 2026, selling an estimated $33.6K and leaving 4,398 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #470.

Signature Estate & Investment Advisors first reported a position in LDUR in Q4 2017 and has held it in 21 quarters since. The position peaked at $5.21M in Q4 2017. 116 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Signature Estate & Investment Advisors held 4,398 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $421K as of Q2 2026.
Signature Estate & Investment Advisors sold 352 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $33.6K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #470 holding.
Signature Estate & Investment Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2017 and has held it in 21 quarters since.
Signature Estate & Investment Advisors's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $5.21M in Q4 2017.
116 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.