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 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 $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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Visionary Wealth Advisors's LDUR Position: Q1 2026 in Review

Visionary Wealth Advisors increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 31% in Q1 2026, buying an estimated $2.01M and bringing the position to 89,424 shares worth $8.57M. The position accounts for 0.38% of the portfolio, ranked #77.

Visionary Wealth Advisors first reported a position in LDUR in Q3 2025 and has held it in 3 quarters since. 192 funds tracked by Wall St. Rank hold LDUR as of Q1 2026.

Visionary Wealth Advisors held 89,424 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $8.57M as of Q1 2026.
Visionary Wealth Advisors bought 20,965 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2026, an estimated $2.01M.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.38% of Visionary Wealth Advisors's portfolio in Q1 2026, its #77 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 3 quarters since.
192 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.