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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$371K	Buy	7,288 +1,891	+35%	+$96.4K	0.04%	71
2025 Q1	$273K	Buy	+5,397	New	+$273K	0.03%	72
2024 Q2	–	Sell	-2,393	Closed	-$119K	–	361
2024 Q1	$119K	Buy	+2,393	New	+$119K	0.02%	94