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

Brown Financial 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
2025 Q3	$1.72M	Buy
2025 Q2	$1.64M	Sell
2025 Q1	$1.66M	Sell
2024 Q4	$2.22M	Buy
2024 Q3	$940K	Buy
2024 Q2	$834K	Buy