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XY Planning Network’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

XY Planning Network’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
2,325
+112
+5% +$10.7K 0.03% 324
2026
Q1 		$211K Buy
+2,213
New +$212K 0.03% 271

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
MWM
Maimon Wealth Management Ra'anana, Israel $130M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BWMG
Barnes Wealth Management Group Bakersfield, California $216M AUM 19.12% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

XY Planning Network's LDUR Position: Q2 2026 in Review

XY Planning Network increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 5.1% in Q2 2026, buying an estimated $10.7K and bringing the position to 2,325 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #324.

XY Planning Network first reported a position in LDUR in Q1 2026 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold LDUR as of Q2 2026.

  • XY Planning Network held 2,325 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $222K as of Q2 2026.
  • XY Planning Network bought 112 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q2 2026, an estimated $10.7K.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.03% of XY Planning Network's portfolio in Q2 2026, its #324 holding.
  • XY Planning Network first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2026 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.