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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 48.7 M +USD 8.31 M +164,505 +21%
Gradient Investments
2
Gradient Investments
Minnesota
USD 39.5 M +USD 1.54 M +30,415 +4%
LPL Financial
3
LPL Financial
California
USD 12.7 M +USD 608 k +12,036 +5%
AE Wealth Management
4
AE Wealth Management
Kansas
USD 6.07 M +USD 5.53 M +109,504 +1,363%
HighTower Advisors
5
HighTower Advisors
Illinois
USD 1.46 M +USD 33.4 k +660 +2%
Magnolia Capital Advisors
6
Magnolia Capital Advisors
Mississippi
USD 1.21 M -USD 631 k -12,482 -35%
Brown Financial Advisors
7
Brown Financial Advisors
Ohio
USD 940 k +USD 71.3 k +1,410 +8%
Paladin Wealth
8
Paladin Wealth
Minnesota
USD 927 k +USD 907 k +17,942 Nuevas
Mid-American Wealth Advisory Group
9
Mid-American Wealth Advisory Group
Missouri
USD 620 k +USD 231 k +4,569 +62%
GTS Securities
10
GTS Securities
Florida
USD 531 k +USD 520 k +10,283 Nuevas
Mattson Financial Services
11
Mattson Financial Services
Michigan
USD 453 k -USD 1.42 k -28 -0.3%
Jane Street
12
Jane Street
New York
USD 453 k +USD 443 k +8,761 Nuevas
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
USD 444 k -USD 2.14 M -42,288 -83%
Goldman Sachs
14
Goldman Sachs
New York
USD 246 k -USD 87.3 k -1,728 -27%
Osaic Holdings
15
Osaic Holdings
Arizona
USD 126 k -USD 32.2 k -638 -21%
Authentikos Wealth Advisory
16
Authentikos Wealth Advisory
California
USD 31.6 k +USD 30.9 k +611 Nuevas
Private Trust Company
17
Private Trust Company
Ohio
USD 26.9 k +USD 26.3 k +520 Nuevas
Morgan Stanley
18
Morgan Stanley
New York
USD 11.3 k +USD 3.39 k +67 +44%
EverSource Wealth Advisors
19
EverSource Wealth Advisors
Alabama
USD 6.04 k – – –
Steward Partners Investment Advisory
20
Steward Partners Investment Advisory
New York
USD 2.79 k +USD 2.73 k +54 Nuevas
Continuum Advisory
21
Continuum Advisory
Idaho
USD 305 +USD 303 +6 Nuevas
JP Morgan Chase
22
JP Morgan Chase
New York
– -USD 104 k -2,099 Cerradas
Triad Wealth Partners
23
Triad Wealth Partners
Kansas
– -USD 62.2 k -1,254 Cerradas
Harbour Investments
24
Harbour Investments
Wisconsin
– -USD 11 k -221 Cerradas
Coppell Advisory Solutions
25
Coppell Advisory Solutions
Texas
– -USD 993 -20 Cerradas