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

VisionPoint Advisory 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 Q2	–	Sell	-14,321	Closed	-$1.37M	–	508
2026 Q1	$1.37M	Buy	+14,321	New	+$1.37M	0.26%	95
2023 Q3	–	Sell	-111	Closed	-$10.4K	–	768
2023 Q2	$10.4K	Buy	+111	New	+$10.5K	﹤0.01%	395

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

VisionPoint Advisory Group's LDUR Position: Q2 2026 in Review

VisionPoint Advisory Group sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2026, closing a stake of 14,321 shares — an estimated $1.37M sold.

VisionPoint Advisory Group first reported a position in LDUR in Q2 2023 and held it in 2 quarters. The position peaked at $1.37M in Q1 2026. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

VisionPoint Advisory Group reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
VisionPoint Advisory Group sold 14,321 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.37M.
VisionPoint Advisory Group first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q2 2023 and held it in 2 quarters.
VisionPoint Advisory Group's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $1.37M in Q1 2026.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.