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Williams & Novak’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Williams & Novak’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 		$222K Buy
+2,323
New +$222K 0.15% 111
2025
Q1 		– Sell
-2,268
Closed -$215K – 143
2024
Q4 		$215K Sell
2,268
-937
-29% -$89.2K 0.21% 100
2024
Q3 		$308K Sell
3,205
-7,533
-70% -$718K 0.29% 83
2024
Q2 		$1.02M Sell
10,738
-5,604
-34% -$529K 0.95% 30
2024
Q1 		$1.55M Hold
16,342
– – 1.76% 18
2023
Q4 		$1.55M Buy
+16,342
New +$1.54M 1.76% 18

Other funds holding LDUR

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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Williams & Novak's LDUR Position: Q2 2026 in Review

Williams & Novak opened a new position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q2 2026: 2,323 shares worth $222K. The stake represents 0.15% of the portfolio and ranks #111 among its holdings. This is a return to the name: Williams & Novak previously reported a position in LDUR as recently as Q4 2024.

Williams & Novak first reported a position in LDUR in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.55M in Q1 2024. 25 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

  • Williams & Novak held 2,323 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $222K as of Q2 2026.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund was a new Williams & Novak position in Q2 2026.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.15% of Williams & Novak's portfolio in Q2 2026, its #111 holding.
  • Williams & Novak first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2023 and has held it in 6 quarters since.
  • Williams & Novak's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $1.55M in Q1 2024.
  • 25 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.