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 Q3	$244K	Buy	2,588 +265	+11%	+$25.2K	0.14%	115
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TD Capital Management Memphis, Tennessee $1.23B AUM 7.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

O'Connor Financial Group Quincy, Illinois $282M AUM 11.62% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Williams & Novak's LDUR Position: Q3 2026 in Review

Williams & Novak increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 11% in Q3 2026, buying an estimated $25.2K and bringing the position to 2,588 shares worth $244K. The position accounts for 0.14% of the portfolio, ranked #115.

Williams & Novak first reported a position in LDUR in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.55M in Q1 2024. 112 funds tracked by Wall St. Rank hold LDUR as of Q3 2026.

Williams & Novak held 2,588 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $244K as of Q3 2026.
Williams & Novak bought 265 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2026, an estimated $25.2K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.14% of Williams & Novak's portfolio in Q3 2026, its #115 holding.
Williams & Novak first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2023 and has held it in 7 quarters since.
Williams & Novak's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $1.55M in Q1 2024.
112 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.