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

Elevated Capital Advisors’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 		$3.35K Sell
66
-2
-3% -$103 ﹤0.01% 592
2025
Q4 		$3.49K Buy
+68
New +$3.52K ﹤0.01% 561

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
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

Elevated Capital Advisors's PRFD Position: Q1 2026 in Review

Elevated Capital Advisors reduced its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) stake by 2.9% in Q1 2026, selling an estimated $103 and leaving 66 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Elevated Capital Advisors first reported a position in PRFD in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.49K in Q4 2025. 44 funds tracked by Wall St. Rank hold PRFD as of Q1 2026.

  • Elevated Capital Advisors held 66 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $3.35K as of Q1 2026.
  • Elevated Capital Advisors sold 2 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q1 2026, an estimated $103.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q1 2026, its #592 holding.
  • Elevated Capital Advisors first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q4 2025 and has held it in 2 quarters since.
  • Elevated Capital Advisors's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $3.49K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.