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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$613K Buy
2025
Q1
$578K Sell
2024
Q4
$576K Sell
2024
Q3
$6.07M Buy
2024
Q2
$399K Buy