Steward Partners Investment Advisory’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Steward Partners Investment Advisory’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 Q1	$7.67K	Hold	80	–	–	﹤0.01%	3656
2025 Q4	$7.68K	Hold	80	–	–	﹤0.01%	3553
2025 Q3	$7.69K	Hold	80	–	–	﹤0.01%	3507
2025 Q2	$7.67K	Hold	80	–	–	﹤0.01%	3326
2025 Q1	$7.68K	Hold	80	–	–	﹤0.01%	3214
2024 Q4	$7.6K	Buy	+80	New	+$7.62K	﹤0.01%	3214
2024 Q2	–	Sell	-750	Closed	-$71.1K	–	3666
2024 Q1	$71.1K	Hold	750	–	–	﹤0.01%	1934
2023 Q4	$71.1K	Buy	750 +500	+200%	+$47K	﹤0.01%	1828
2023 Q3	$23.4K	Buy	+250	New	+$23.4K	﹤0.01%	2230
2023 Q2	–	Sell	-13,990	Closed	-$1.33M	–	3356
2023 Q1	$1.33M	Sell	13,990 -7,237	-34%	-$684K	0.02%	594
2022 Q4	$2M	Buy	+21,227	New	+$2M	0.03%	450
2022 Q3	–	Sell	-2,399	Closed	-$230K	–	3319
2022 Q2	$230K	Buy	+2,399	New	+$232K	﹤0.01%	1155

Other funds holding LDUR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Steward Partners Investment Advisory's LDUR Position: Q1 2026 in Review

Steward Partners Investment Advisory held its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) position steady in Q1 2026 at 80 shares worth $7.67K. The position accounts for ﹤0.01% of the portfolio, ranked #3656.

Steward Partners Investment Advisory first reported a position in LDUR in Q2 2022 and has held it in 12 quarters since. The position peaked at $2M in Q4 2022. 192 funds tracked by Wall St. Rank hold LDUR as of Q1 2026.

Steward Partners Investment Advisory held 80 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $7.67K as of Q1 2026.
Steward Partners Investment Advisory left its PIMCO Enhanced Low Duration Active Exchange-Traded Fund share count unchanged in Q1 2026.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3656 holding.
Steward Partners Investment Advisory first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2022 and has held it in 12 quarters since.
Steward Partners Investment Advisory's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $2M in Q4 2022.
192 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.