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Hantz Financial Services’s PIMCO Preferred and Capital Securities Active Exchange-Traded Fund PRFD Stock Holding History

Hantz Financial Services’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
2023
Q4 		– Sell
-271
Closed -$12K – 1210
2023
Q3 		$12K Buy
+271
New +$12.6K ﹤0.01% 785

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Royal Bank of Canada
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MCA
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HighTower Advisors
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Bank of Montreal
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Osaic Holdings
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Hantz Financial Services's PRFD Position: Q4 2023 in Review

Hantz Financial Services sold out of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) in Q4 2023, closing a stake of 271 shares — an estimated $12K sold.

Hantz Financial Services first reported a position in PRFD in Q3 2023 and held it in 1 quarter. The position peaked at $12K in Q3 2023. 13 funds tracked by Wall St. Rank hold PRFD as of Q4 2023.

  • Hantz Financial Services reported no remaining PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
  • Hantz Financial Services sold 271 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q4 2023, an estimated $12K.
  • Hantz Financial Services first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q3 2023 and held it in 1 quarter.
  • Hantz Financial Services's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $12K in Q3 2023.
  • 13 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q4 2023.

Based on Hantz Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.