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

Wealthcare Advisory Partners’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 		$903K Buy
9,443
+15
+0.2% +$1.43K 0.02% 543
2026
Q1 		$903K Buy
9,428
+214
+2% +$20.5K 0.02% 543
2025
Q4 		$884K Buy
9,214
+415
+5% +$39.9K 0.02% 546
2025
Q3 		$846K Buy
8,799
+63
+0.7% +$6.03K 0.02% 549
2025
Q2 		$837K Buy
8,736
+986
+13% +$94.1K 0.02% 519
2025
Q1 		$744K Buy
7,750
+109
+1% +$10.4K 0.02% 501
2024
Q4 		$726K Buy
7,641
+750
+11% +$71.4K 0.02% 488
2024
Q3 		$661K Buy
6,891
+432
+7% +$41.2K 0.02% 507
2024
Q2 		$611K Buy
6,459
+140
+2% +$13.2K 0.02% 490
2024
Q1 		$599K Sell
6,319
-519
-8% -$49.2K 0.02% 502
2023
Q4 		$648K Buy
6,838
+252
+4% +$23.7K 0.03% 431
2023
Q3 		$617K Buy
6,586
+736
+13% +$69K 0.03% 384
2023
Q2 		$548K Buy
5,850
+130
+2% +$12.3K 0.02% 426
2023
Q1 		$543K Buy
5,720
+1,390
+32% +$131K 0.02% 436
2022
Q4 		$408K Buy
4,330
+580
+15% +$54.5K 0.02% 464
2022
Q3 		$355K Buy
+3,750
New +$359K 0.02% 445
2020
Q2 		– Sell
-930
Closed -$92K – 904
2020
Q1 		$92K Buy
930
+845
+994% +$84.2K 0.01% 388
2019
Q4 		$8K Sell
85
-373
-81% -$37.3K ﹤0.01% 1004
2019
Q3 		$46K Sell
458
-456
-50% -$45.7K 0.01% 550
2019
Q2 		$92K Sell
914
-849
-48% -$84.7K 0.01% 395
2019
Q1 		$176K Buy
1,763
+1,031
+141% +$102K 0.03% 257
2018
Q4 		$72K Buy
732
+151
+26% +$15K 0.01% 362
2018
Q3 		$58K Buy
581
+531
+1,062% +$52.9K 0.01% 436
2018
Q2 		$5K Hold
50
– – ﹤0.01% 985
2018
Q1 		$5K Sell
50
-600
-92% -$60K ﹤0.01% 832
2017
Q4 		$65K Sell
650
-150
-19% -$15.1K 0.02% 332
2017
Q3 		$81K Buy
+800
New +$80.8K 0.02% 242

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
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
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Wealthcare Advisory Partners's LDUR Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 0.16% in Q2 2026, buying an estimated $1.43K and bringing the position to 9,443 shares worth $903K. The position accounts for 0.02% of the portfolio, ranked #543.

Wealthcare Advisory Partners first reported a position in LDUR in Q3 2017 and has held it in 27 quarters since. The position peaked at $903K in Q1 2026. 78 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

  • Wealthcare Advisory Partners held 9,443 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $903K as of Q2 2026.
  • Wealthcare Advisory Partners bought 15 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.43K.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #543 holding.
  • Wealthcare Advisory Partners first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q3 2017 and has held it in 27 quarters since.
  • Wealthcare Advisory Partners's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $903K in Q1 2026.
  • 78 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.