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SWMG LLC’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

SWMG LLC’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 		– Sell
-9,769
Closed -$936K – 117
2026
Q1 		$936K Buy
+9,769
New +$938K 0.27% 35

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ETC
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TCFP
Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CWM
CarsonAllaria Wealth Management Glen Carbon, Illinois $231M AUM 20.96% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

SWMG LLC's LDUR Position: Q2 2026 in Review

SWMG LLC sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2026, closing a stake of 9,769 shares — an estimated $936K sold.

SWMG LLC first reported a position in LDUR in Q1 2026 and held it in 1 quarter. The position peaked at $936K in Q1 2026. 81 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

  • SWMG LLC reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • SWMG LLC sold 9,769 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $936K.
  • SWMG LLC first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2026 and held it in 1 quarter.
  • SWMG LLC's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $936K in Q1 2026.
  • 81 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.