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

Coppell Advisory Solutions’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
Q1 		– Sell
-253
Closed -$12.8K – 1462
2024
Q4 		$12.8K Buy
+253
New +$12.9K ﹤0.01% 1028
2024
Q3 		– Sell
-20
Closed -$993 – 1944
2024
Q2 		$993 Buy
+20
New +$983 ﹤0.01% 1506

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
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return

Coppell Advisory Solutions's PRFD Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) in Q1 2025, closing a stake of 253 shares — an estimated $12.8K sold.

Coppell Advisory Solutions first reported a position in PRFD in Q2 2024 and held it in 2 quarters. The position peaked at $12.8K in Q4 2024. 26 funds tracked by Wall St. Rank hold PRFD as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 253 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q1 2025, an estimated $12.8K.
  • Coppell Advisory Solutions first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q2 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $12.8K in Q4 2024.
  • 26 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.