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 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

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

Wealth Enhancement Advisory Services's LDUR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 19% in Q2 2026, buying an estimated $1.88M and bringing the position to 125,367 shares worth $11.9M. The position accounts for 0.02% of the portfolio, ranked #602.

Wealth Enhancement Advisory Services first reported a position in LDUR in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.4M in Q1 2025. 174 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Wealth Enhancement Advisory Services held 125,367 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $11.9M as of Q2 2026.
Wealth Enhancement Advisory Services bought 19,669 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.88M.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #602 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 7 quarters since.
Wealth Enhancement Advisory Services's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $20.4M in Q1 2025.
174 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.