Smith, Moore & Co’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Smith, Moore & Co’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	$410K	Sell	4,290 -465	-10%	-$44.4K	0.03%	401
2026 Q1	$456K	Sell	4,755 -1,106	-19%	-$106K	0.03%	351
2025 Q4	$562K	Buy	+5,861	New	+$563K	0.04%	298

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

Smith, Moore & Co's LDUR Position: Q2 2026 in Review

Smith, Moore & Co reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 9.8% in Q2 2026, selling an estimated $44.4K and leaving 4,290 shares worth $410K. The position accounts for 0.03% of the portfolio, ranked #401.

Smith, Moore & Co first reported a position in LDUR in Q4 2025 and has held it in 3 quarters since. The position peaked at $562K in Q4 2025. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Smith, Moore & Co held 4,290 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $410K as of Q2 2026.
Smith, Moore & Co sold 465 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $44.4K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.03% of Smith, Moore & Co's portfolio in Q2 2026, its #401 holding.
Smith, Moore & Co first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
Smith, Moore & Co's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $562K in Q4 2025.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.