CA
PRFD icon

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

Continuum 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
2024
Q4 		– Sell
-6
Closed -$305 – 1940
2024
Q3 		$305 Buy
+6
New +$303 ﹤0.01% 1855

Other funds holding PRFD

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return

Continuum Advisory's PRFD Position: Q4 2024 in Review

Continuum Advisory sold out of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) in Q4 2024, closing a stake of 6 shares — an estimated $305 sold.

Continuum Advisory first reported a position in PRFD in Q3 2024 and held it in 1 quarter. The position peaked at $305 in Q3 2024. 26 funds tracked by Wall St. Rank hold PRFD as of Q4 2024.

  • Continuum Advisory reported no remaining PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • Continuum Advisory sold 6 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q4 2024, an estimated $305.
  • Continuum Advisory first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q3 2024 and held it in 1 quarter.
  • Continuum Advisory's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $305 in Q3 2024.
  • 26 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q4 2024.

Based on Continuum Advisory's 13F filing for Q4 2024, filed 18 Feb 2025.