Gradient Investments’s PIMCO Preferred and Capital Securities Active Exchange-Traded Fund PRFD Stock Holding History

Gradient Investments's PRFD Position: Q2 2026 in Review

Gradient Investments increased its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) stake by 7.9% in Q2 2026, buying an estimated $4.56M and bringing the position to 1,211,734 shares worth $62.2M. The position accounts for 0.86% of the portfolio, ranked #26.

Gradient Investments first reported a position in PRFD in Q1 2023 and has held it in 14 quarters since. The position peaked at $73.7M in Q3 2023. 21 funds tracked by Wall St. Rank hold PRFD as of Q2 2026.

• Gradient Investments held 1,211,734 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $62.2M as of Q2 2026.
• Gradient Investments bought 89,201 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $4.56M.
• PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up 0.86% of Gradient Investments's portfolio in Q2 2026, its #26 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 14 quarters since.
• Gradient Investments's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $73.7M in Q3 2023.
• 21 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.