Envestnet Asset Management
PRFD icon

Envestnet Asset Management’s PIMCO Preferred and Capital Securities Active Exchange-Traded Fund PRFD Stock Holding History

Envestnet Asset Management’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 		$311K Buy
6,053
+1,754
+41% +$89.7K ﹤0.01% 4402
2026
Q1 		$218K Buy
+4,299
New +$222K ﹤0.01% 4471

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GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
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RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
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Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
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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

Envestnet Asset Management's PRFD Position: Q2 2026 in Review

Envestnet Asset Management increased its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) stake by 41% in Q2 2026, buying an estimated $89.7K and bringing the position to 6,053 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #4402.

Envestnet Asset Management 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.

  • Envestnet Asset Management held 6,053 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $311K as of Q2 2026.
  • Envestnet Asset Management bought 1,754 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $89.7K.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4402 holding.
  • Envestnet Asset Management 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 Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.