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Cape Investment Advisory’s PIMCO Preferred and Capital Securities Active Exchange-Traded Fund PRFD Stock Holding History

Cape Investment Advisory’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 		$10.3K Buy
+200
New +$10.2K ﹤0.01% 859

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
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Cape Investment Advisory's PRFD Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) in Q2 2026: 200 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #859 among its holdings.

10 funds tracked by Wall St. Rank hold PRFD as of Q2 2026.

  • Cape Investment Advisory held 200 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $10.3K as of Q2 2026.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund was a new Cape Investment Advisory position in Q2 2026.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #859 holding.
  • 10 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.