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A4 Wealth Advisors’s PIMCO Preferred and Capital Securities Active Exchange-Traded Fund PRFD Stock Holding History

A4 Wealth Advisors’s Portfolio PRFD Stock Details PRFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,863
Closed -$302K – 129
2025
Q4 		$302K Sell
5,863
-3,858
-40% -$200K 0.26% 79
2025
Q3 		$504K Buy
+9,721
New +$497K 0.42% 68

Other funds holding PRFD

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

A4 Wealth Advisors's PRFD Position: Q1 2026 in Review

A4 Wealth Advisors sold out of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) in Q1 2026, closing a stake of 5,863 shares — an estimated $302K sold.

A4 Wealth Advisors first reported a position in PRFD in Q3 2025 and held it in 2 quarters. The position peaked at $504K in Q3 2025. 44 funds tracked by Wall St. Rank hold PRFD as of Q1 2026.

  • A4 Wealth Advisors reported no remaining PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
  • A4 Wealth Advisors sold 5,863 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q1 2026, an estimated $302K.
  • A4 Wealth Advisors first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q3 2025 and held it in 2 quarters.
  • A4 Wealth Advisors's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $504K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q1 2026.

Based on A4 Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.