Wellington-Altus USA’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Wellington-Altus USA’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	$4.41K	Hold	46	–	–	﹤0.01%	612
2026 Q1	$4.4K	Hold	46	–	–	﹤0.01%	644
2025 Q4	$4.41K	Buy	+46	New	+$4.42K	﹤0.01%	623

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

Wellington-Altus USA's LDUR Position: Q2 2026 in Review

Wellington-Altus USA held its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) position steady in Q2 2026 at 46 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Wellington-Altus USA first reported a position in LDUR in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.41K in Q4 2025. 175 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

Wellington-Altus USA held 46 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $4.41K as of Q2 2026.
Wellington-Altus USA left its PIMCO Enhanced Low Duration Active Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up ﹤0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #612 holding.
Wellington-Altus USA first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
Wellington-Altus USA's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $4.41K in Q4 2025.
175 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.