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

EverSource Wealth 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	–	Sell	-18	Closed	-$912	–	4518
2026 Q1	$912	Hold	18	–	–	﹤0.01%	3886
2025 Q4	$927	Sell	18 -40	-69%	-$2.07K	﹤0.01%	3727
2025 Q3	$3K	Sell	58 -59	-50%	-$3.02K	﹤0.01%	3375
2025 Q2	$5.96K	Hold	117	–	–	﹤0.01%	3078
2025 Q1	$5.92K	Hold	117	–	–	﹤0.01%	2416
2024 Q4	$5.88K	Hold	117	–	–	﹤0.01%	2275
2024 Q3	$6.04K	Hold	117	–	–	﹤0.01%	2147
2024 Q2	$5.88K	Hold	117	–	–	﹤0.01%	2161
2024 Q1	$5.68K	Buy	+117	New	+$5.7K	﹤0.01%	1985

Other funds holding PRFD

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

EverSource Wealth Advisors's PRFD Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) in Q2 2026, closing a stake of 18 shares — an estimated $912 sold.

EverSource Wealth Advisors first reported a position in PRFD in Q1 2024 and held it in 9 quarters. The position peaked at $6.04K in Q3 2024. 21 funds tracked by Wall St. Rank hold PRFD as of Q2 2026.

EverSource Wealth Advisors reported no remaining PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 18 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $912.
EverSource Wealth Advisors first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q1 2024 and held it in 9 quarters.
EverSource Wealth Advisors's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $6.04K in Q3 2024.
21 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.