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

Financial Synergies Wealth Advisors’s Portfolio PRFD Stock Details PRFD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$470K	Buy
2025 Q2	$371K	Buy
2025 Q1	$273K	Buy
2024 Q2	–	Sell
2024 Q1	$119K	Buy