Gradient Investments’s PIMCO Preferred and Capital Securities Active Exchange-Traded Fund PRFD Stock Holding History
Bought
Maintained
Sold
Other funds holding PRFD
Gradient Investments's PRFD Position: Q3 2026 in Review
Gradient Investments increased its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) stake by 1.8% in Q3 2026, buying an estimated $1.12M and bringing the position to 1,233,966 shares worth $60.4M. The position accounts for 0.86% of the portfolio, ranked #22.
Gradient Investments first reported a position in PRFD in Q1 2023 and has held it in 15 quarters since. The position peaked at $73.7M in Q3 2023. 22 funds tracked by Wall St. Rank hold PRFD as of Q3 2026.
- Gradient Investments held 1,233,966 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $60.4M as of Q3 2026.
- Gradient Investments bought 22,232 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q3 2026, an estimated $1.12M.
- PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up 0.86% of Gradient Investments's portfolio in Q3 2026, its #22 holding.
- Gradient Investments first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q1 2023 and has held it in 15 quarters since.
- Gradient Investments's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $73.7M in Q3 2023.
- 22 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q3 2026.
Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.