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PRFD icon

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

CreativeOne Wealth’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 		$475K Buy
9,247
+712
+8% +$36.4K 0.01% 820
2026
Q1 		$432K Buy
+8,535
New +$440K 0.01% 860

Other funds holding PRFD

Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

CreativeOne Wealth's PRFD Position: Q2 2026 in Review

CreativeOne Wealth increased its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) stake by 8.3% in Q2 2026, buying an estimated $36.4K and bringing the position to 9,247 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #820.

CreativeOne Wealth first reported a position in PRFD in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold PRFD as of Q2 2026.

  • CreativeOne Wealth held 9,247 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $475K as of Q2 2026.
  • CreativeOne Wealth bought 712 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $36.4K.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #820 holding.
  • CreativeOne Wealth first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q1 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.