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United Capital Financial Advisors’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

United Capital Financial Advisors’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 		$552K Buy
+5,763
New +$553K ﹤0.01% 1018

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 Capital Financial Advisors's LDUR Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2026: 5,763 shares worth $552K. The stake represents ﹤0.01% of the portfolio and ranks #1018 among its holdings.

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

  • United Capital Financial Advisors held 5,763 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $552K as of Q1 2026.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund was a new United Capital Financial Advisors position in Q1 2026.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1018 holding.
  • 192 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.