GRP
PRFD icon

Global Retirement Partners’s PIMCO Preferred and Capital Securities Active Exchange-Traded Fund PRFD Stock Holding History

Global Retirement Partners’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 		$34K Buy
+662
New +$33.8K ﹤0.01% 2762
2025
Q4 		$102K Buy
1,988
+19
+1% +$983 ﹤0.01% 1896
2025
Q3 		$102K Sell
1,969
-46
-2% -$2.35K ﹤0.01% 1500
2025
Q2 		$103K Buy
+2,015
New +$101K ﹤0.01% 1424

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

Global Retirement Partners's PRFD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) in Q2 2026: 662 shares worth $34K. The stake represents ﹤0.01% of the portfolio and ranks #2762 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PRFD as recently as Q4 2025.

Global Retirement Partners first reported a position in PRFD in Q2 2025 and has held it in 4 quarters since. The position peaked at $103K in Q2 2025. 21 funds tracked by Wall St. Rank hold PRFD as of Q2 2026.

  • Global Retirement Partners held 662 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $34K as of Q2 2026.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund was a new Global Retirement Partners position in Q2 2026.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2762 holding.
  • Global Retirement Partners first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q2 2025 and has held it in 4 quarters since.
  • Global Retirement Partners's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $103K in Q2 2025.
  • 21 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.