Strategic Wealth Partners’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Strategic Wealth Partners’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	$7.13K	Sell	75 -81	-52%	-$7.74K	﹤0.01%	990
2026 Q1	$15K	Buy	156 +8	+5%	+$768	﹤0.01%	787
2025 Q4	$14.2K	Sell	148 -2,912	-95%	-$280K	﹤0.01%	786
2025 Q3	$294K	Buy	+3,060	New	+$293K	0.02%	287

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

Strategic Wealth Partners's LDUR Position: Q2 2026 in Review

Strategic Wealth Partners reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 52% in Q2 2026, selling an estimated $7.74K and leaving 75 shares worth $7.13K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Strategic Wealth Partners first reported a position in LDUR in Q3 2025 and has held it in 4 quarters since. The position peaked at $294K in Q3 2025. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Strategic Wealth Partners held 75 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $7.13K as of Q2 2026.
Strategic Wealth Partners sold 81 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $7.74K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #990 holding.
Strategic Wealth Partners first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2025 and has held it in 4 quarters since.
Strategic Wealth Partners's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $294K 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 Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.