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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
Q1 		$432K Buy
+8,535
New +$440K 0.01% 860

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Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

CreativeOne Wealth's PRFD Position: Q1 2026 in Review

CreativeOne Wealth opened a new position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) in Q1 2026: 8,535 shares worth $432K. The stake represents 0.01% of the portfolio and ranks #860 among its holdings.

44 funds tracked by Wall St. Rank hold PRFD as of Q1 2026.

  • CreativeOne Wealth held 8,535 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $432K as of Q1 2026.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund was a new CreativeOne Wealth position in Q1 2026.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #860 holding.
  • 44 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.