Birchwood Financial Partners’s PIMCO Preferred and Capital Securities Active Exchange-Traded Fund PRFD Stock Holding History

Birchwood Financial Partners’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 Q2	$181K	Buy	3,521 +1	+0%	+$51	0.15%	90
2026 Q1	$178K	Sell	3,520 -927	-21%	-$47.8K	0.17%	86
2025 Q4	$229K	Buy	+4,447	New	+$230K	0.23%	72

Other funds holding PRFD

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Birchwood Financial Partners's PRFD Position: Q2 2026 in Review

Birchwood Financial Partners increased its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) stake by 0.03% in Q2 2026, buying an estimated $51 and bringing the position to 3,521 shares worth $181K. The position accounts for 0.15% of the portfolio, ranked #90.

Birchwood Financial Partners first reported a position in PRFD in Q4 2025 and has held it in 3 quarters since. The position peaked at $229K in Q4 2025. 50 funds tracked by Wall St. Rank hold PRFD as of Q2 2026.

Birchwood Financial Partners held 3,521 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $181K as of Q2 2026.
Birchwood Financial Partners bought 1 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund share in Q2 2026, an estimated $51.
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up 0.15% of Birchwood Financial Partners's portfolio in Q2 2026, its #90 holding.
Birchwood Financial Partners first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
Birchwood Financial Partners's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $229K in Q4 2025.
50 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.