Cambridge Investment Research Advisors
PRFD icon

Cambridge Investment Research Advisors’s PIMCO Preferred and Capital Securities Active Exchange-Traded Fund PRFD Stock Holding History

Cambridge Investment Research 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
Q2 		$550K Buy
10,718
+1,144
+12% +$58.5K ﹤0.01% 2661
2026
Q1 		$485K Buy
9,574
+1,359
+17% +$70.1K ﹤0.01% 2830
2025
Q4 		$423K Buy
+8,215
New +$425K ﹤0.01% 2890

Other funds holding PRFD

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM

Cambridge Investment Research Advisors's PRFD Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) stake by 12% in Q2 2026, buying an estimated $58.5K and bringing the position to 10,718 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #2661.

Cambridge Investment Research Advisors first reported a position in PRFD in Q4 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold PRFD as of Q2 2026.

  • Cambridge Investment Research Advisors held 10,718 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $550K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 1,144 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $58.5K.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2661 holding.
  • Cambridge Investment Research Advisors 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.
  • 12 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.