EWM
PRFD icon

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

Evolution Wealth 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 		$10.2K Sell
198
-283
-59% -$14.5K 0.01% 577
2026
Q1 		$24.4K Sell
481
-627
-57% -$32.4K 0.02% 391
2025
Q4 		$57.1K Buy
1,108
+105
+10% +$5.43K 0.05% 227
2025
Q3 		$52K Buy
+1,003
New +$51.3K 0.05% 200

Other funds holding PRFD

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PW
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
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
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

Evolution Wealth Management's PRFD Position: Q2 2026 in Review

Evolution Wealth Management reduced its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) stake by 59% in Q2 2026, selling an estimated $14.5K and leaving 198 shares worth $10.2K. The position accounts for 0.01% of the portfolio, ranked #577.

Evolution Wealth Management first reported a position in PRFD in Q3 2025 and has held it in 4 quarters since. The position peaked at $57.1K in Q4 2025. 21 funds tracked by Wall St. Rank hold PRFD as of Q2 2026.

  • Evolution Wealth Management held 198 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $10.2K as of Q2 2026.
  • Evolution Wealth Management sold 283 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $14.5K.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #577 holding.
  • Evolution Wealth Management first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q3 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $57.1K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.