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United Advisor Group’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

United Advisor Group’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 		$1.62M Buy
+16,944
New +$1.63M 0.2% 126

Other funds holding LDUR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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

United Advisor Group's LDUR Position: Q1 2026 in Review

United Advisor Group opened a new position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2026: 16,944 shares worth $1.62M. The stake represents 0.2% of the portfolio and ranks #126 among its holdings.

192 funds tracked by Wall St. Rank hold LDUR as of Q1 2026.

  • United Advisor Group held 16,944 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $1.62M as of Q1 2026.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund was a new United Advisor Group position in Q1 2026.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.2% of United Advisor Group's portfolio in Q1 2026, its #126 holding.
  • 192 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.