Wealth Enhancement Advisory Services
LDUR icon

Wealth Enhancement Advisory Services’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$15.1M Buy
160,846
+35,479
+28% +$3.37M 0.02% 578
2026
Q2 		$11.9M Buy
125,367
+19,669
+19% +$1.88M 0.02% 602
2026
Q1 		$10.1M Sell
105,698
-87,038
-45% -$8.35M 0.02% 578
2025
Q4 		$18.5M Buy
192,736
+4,018
+2% +$386K 0.03% 499
2025
Q3 		$18.1M Sell
188,718
-20,423
-10% -$1.96M 0.03% 477
2025
Q2 		$19.9M Sell
209,141
-3,581
-2% -$342K 0.03% 421
2025
Q1 		$20.4M Buy
212,722
+31,225
+17% +$2.98M 0.04% 392
2024
Q4 		$17.2M Buy
+181,497
New +$17.3M 0.03% 405

Other funds holding LDUR

DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
BWM
BankPlus Wealth Management Jackson, Mississippi $229M AUM 13.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.75% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Wealth Enhancement Advisory Services's LDUR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 28% in Q3 2026, buying an estimated $3.37M and bringing the position to 160,846 shares worth $15.1M. The position accounts for 0.02% of the portfolio, ranked #578.

Wealth Enhancement Advisory Services first reported a position in LDUR in Q4 2024 and has held it in 8 quarters since. The position peaked at $20.4M in Q1 2025. 14 funds tracked by Wall St. Rank hold LDUR as of Q3 2026.

  • Wealth Enhancement Advisory Services held 160,846 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $15.1M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 35,479 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2026, an estimated $3.37M.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #578 holding.
  • Wealth Enhancement Advisory Services first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2024 and has held it in 8 quarters since.
  • Wealth Enhancement Advisory Services's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $20.4M in Q1 2025.
  • 14 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.