Synergy Asset Management’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Synergy Asset Management’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	$915K	Buy	+9,567	New	+$914K	0.09%	126

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

Synergy Asset Management's LDUR Position: Q2 2026 in Review

Synergy Asset Management opened a new position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2026: 9,567 shares worth $915K. The stake represents 0.09% of the portfolio and ranks #126 among its holdings.

174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Synergy Asset Management held 9,567 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $915K as of Q2 2026.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund was a new Synergy Asset Management position in Q2 2026.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.09% of Synergy Asset Management's portfolio in Q2 2026, its #126 holding.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.