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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.03M	Buy	20,060 +2,917	+17%	+$149K	0.09%	63
2026 Q1	$869K	Buy	17,143 +2,671	+18%	+$138K	0.08%	65
2025 Q4	$745K	Buy	14,472 +5,395	+59%	+$279K	0.07%	63
2025 Q3	$470K	Buy	9,077 +1,789	+25%	+$91.5K	0.05%	66
2025 Q2	$371K	Buy	7,288 +1,891	+35%	+$94.4K	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	+$117K	0.02%	94

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

CIA

Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $172M AUM

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Financial Synergies Wealth Advisors's PRFD Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) stake by 17% in Q2 2026, buying an estimated $149K and bringing the position to 20,060 shares worth $1.03M. The position accounts for 0.09% of the portfolio, ranked #63.

Financial Synergies Wealth Advisors first reported a position in PRFD in Q1 2024 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold PRFD as of Q2 2026.

Financial Synergies Wealth Advisors held 20,060 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $1.03M as of Q2 2026.
Financial Synergies Wealth Advisors bought 2,917 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $149K.
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up 0.09% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #63 holding.
Financial Synergies Wealth Advisors first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q1 2024 and has held it in 7 quarters since.
11 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.