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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
Q2 		$2.42K Sell
47
-19
-29% -$971 ﹤0.01% 648
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 $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
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
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Elevated Capital Advisors's PRFD Position: Q2 2026 in Review

Elevated Capital Advisors reduced its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) stake by 29% in Q2 2026, selling an estimated $971 and leaving 47 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Elevated Capital Advisors first reported a position in PRFD in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.49K in Q4 2025. 51 funds tracked by Wall St. Rank hold PRFD as of Q2 2026.

  • Elevated Capital Advisors held 47 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $2.42K as of Q2 2026.
  • Elevated Capital Advisors sold 19 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $971.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #648 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 3 quarters since.
  • Elevated Capital Advisors's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $3.49K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.