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

Wealth Advisors of Iowa’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 		$4.81M Buy
50,339
+763
+2% +$72.9K 1.3% 15
2026
Q1 		$4.75M Buy
49,576
+32,716
+194% +$3.14M 1.47% 15
2025
Q4 		$1.62M Buy
16,860
+3,213
+24% +$309K 0.53% 31
2025
Q3 		$1.31M Buy
+13,647
New +$1.31M 0.45% 31

Other funds holding LDUR

AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CWM
CarsonAllaria Wealth Management Glen Carbon, Illinois $231M AUM 20.96% 1-Year Est. Return

Wealth Advisors of Iowa's LDUR Position: Q2 2026 in Review

Wealth Advisors of Iowa increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 1.5% in Q2 2026, buying an estimated $72.9K and bringing the position to 50,339 shares worth $4.81M. The position accounts for 1.3% of the portfolio, ranked #15.

Wealth Advisors of Iowa first reported a position in LDUR in Q3 2025 and has held it in 4 quarters since. 87 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

  • Wealth Advisors of Iowa held 50,339 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $4.81M as of Q2 2026.
  • Wealth Advisors of Iowa bought 763 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $72.9K.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 1.3% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #15 holding.
  • Wealth Advisors of Iowa first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2025 and has held it in 4 quarters since.
  • 87 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.