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

Visionary Wealth 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 Q2	$8.85M	Buy	92,607 +3,183	+4%	+$304K	0.35%	79
2026 Q1	$8.57M	Buy	89,424 +20,965	+31%	+$2.01M	0.38%	77
2025 Q4	$6.57M	Buy	68,459 +49,050	+253%	+$4.71M	0.3%	88
2025 Q3	$1.87M	Buy	+19,409	New	+$1.86M	0.09%	207

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

Visionary Wealth Advisors's LDUR Position: Q2 2026 in Review

Visionary Wealth Advisors increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 3.6% in Q2 2026, buying an estimated $304K and bringing the position to 92,607 shares worth $8.85M. The position accounts for 0.35% of the portfolio, ranked #79.

Visionary Wealth Advisors first reported a position in LDUR in Q3 2025 and has held it in 4 quarters since. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Visionary Wealth Advisors held 92,607 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $8.85M as of Q2 2026.
Visionary Wealth Advisors bought 3,183 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $304K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.35% of Visionary Wealth Advisors's portfolio in Q2 2026, its #79 holding.
Visionary Wealth Advisors first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2025 and has held it in 4 quarters since.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.