XY Planning Network
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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
Q3 		$235K Buy
2,497
+172
+7% +$16.4K 0.03% 355
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

Kelly Financial Group
Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Valley National Advisers
Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Copper Harbor Investment Advisors
Copper Harbor Investment Advisors Appleton, Wisconsin $486M AUM
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

XY Planning Network's LDUR Position: Q3 2026 in Review

XY Planning Network increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 7.4% in Q3 2026, buying an estimated $16.4K and bringing the position to 2,497 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #355.

XY Planning Network first reported a position in LDUR in Q1 2026 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold LDUR as of Q3 2026.

  • XY Planning Network held 2,497 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $235K as of Q3 2026.
  • XY Planning Network bought 172 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2026, an estimated $16.4K.
  • PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.03% of XY Planning Network's portfolio in Q3 2026, its #355 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 3 quarters since.
  • 38 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.