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PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Allianz Asset Management
1
Allianz Asset Management
Germany
USD 38.6 M +USD 18.4 M +374,800 +93%
Gradient Investments
2
Gradient Investments
Minnesota
USD 36.4 M +USD 2.63 M +53,394 +8%
LPL Financial
3
LPL Financial
California
USD 11.6 M +USD 823 k +16,742 +8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
USD 2.52 M +USD 2.5 M +50,886 Nuevas
Magnolia Capital Advisors
5
Magnolia Capital Advisors
Mississippi
USD 1.78 M -USD 18.5 k -377 -1%
HighTower Advisors
6
HighTower Advisors
Illinois
USD 1.38 M +USD 152 k +3,083 +13%
Brown Financial Advisors
7
Brown Financial Advisors
Ohio
USD 834 k +USD 826 k +16,792 Nuevas
Mattson Financial Services
8
Mattson Financial Services
Michigan
USD 455 k +USD 450 k +9,159 Nuevas
AE Wealth Management
9
AE Wealth Management
Kansas
USD 399 k +USD 395 k +8,036 Nuevas
Mid-American Wealth Advisory Group
10
Mid-American Wealth Advisory Group
Missouri
USD 368 k +USD 365 k +7,421 Nuevas
Goldman Sachs
11
Goldman Sachs
New York
USD 323 k +USD 319 k +6,497 Nuevas
Osaic Holdings
12
Osaic Holdings
Arizona
USD 153 k +USD 31.6 k +642 +26%
JP Morgan Chase
13
JP Morgan Chase
New York
USD 104 k +USD 103 k +2,099 Nuevas
Triad Wealth Partners
14
Triad Wealth Partners
Kansas
USD 62.2 k +USD 61.7 k +1,254 Nuevas
Harbour Investments
15
Harbour Investments
Wisconsin
USD 11 k +USD 10.9 k +221 Nuevas
Morgan Stanley
16
Morgan Stanley
New York
USD 7.5 k – – –
EverSource Wealth Advisors
17
EverSource Wealth Advisors
Alabama
USD 5.88 k – – –
Coppell Advisory Solutions
18
Coppell Advisory Solutions
Texas
USD 993 +USD 983 +20 Nuevas
Jane Street
19
Jane Street
New York
– -USD 775 k -15,621 Cerradas
Financial Synergies Wealth Advisors
20
Financial Synergies Wealth Advisors
Texas
– -USD 119 k -2,393 Cerradas