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Cornerstone Planning Group’s PIMCO Preferred and Capital Securities Active Exchange-Traded Fund PRFD Stock Holding History

Cornerstone Planning Group’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
Q2 		– Sell
-14
Closed -$693 – 1652
2025
Q1 		$693 Buy
+14
New +$707 ﹤0.01% 1214

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AIMU
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LPL Financial
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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
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 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
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Cornerstone Planning Group's PRFD Position: Q2 2025 in Review

Cornerstone Planning Group sold out of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) in Q2 2025, closing a stake of 14 shares — an estimated $693 sold.

Cornerstone Planning Group first reported a position in PRFD in Q1 2025 and held it in 1 quarter. The position peaked at $693 in Q1 2025. 29 funds tracked by Wall St. Rank hold PRFD as of Q2 2025.

  • Cornerstone Planning Group reported no remaining PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 14 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q2 2025, an estimated $693.
  • Cornerstone Planning Group first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q1 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $693 in Q1 2025.
  • 29 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.