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

HighTower 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	$1.66M	Sell	32,375 -471	-1%	-$24.1K	﹤0.01%	1892
2026 Q1	$1.66M	Buy	32,846 +1,649	+5%	+$85.1K	﹤0.01%	1830
2025 Q4	$1.61M	Buy	31,197 +1,011	+3%	+$52.3K	﹤0.01%	1802
2025 Q3	$1.56M	Buy	30,186 +197	+0.7%	+$10.1K	﹤0.01%	1788
2025 Q2	$1.53M	Buy	29,989 +954	+3%	+$47.6K	﹤0.01%	1729
2025 Q1	$1.47M	Buy	29,035 +218	+0.8%	+$11K	﹤0.01%	1713
2024 Q4	$1.45M	Buy	28,817 +457	+2%	+$23.3K	﹤0.01%	1719
2024 Q3	$1.46M	Buy	28,360 +660	+2%	+$33.4K	﹤0.01%	1695
2024 Q2	$1.38M	Buy	27,700 +3,083	+13%	+$152K	﹤0.01%	1667
2024 Q1	$1.22M	Buy	24,617 +624	+3%	+$30.4K	﹤0.01%	1696
2023 Q4	$1.16M	Sell	23,993 -150	-0.6%	-$6.89K	﹤0.01%	1767
2023 Q3	$1.1M	Buy	24,143 +1,108	+5%	+$51.7K	﹤0.01%	1711
2023 Q2	$1.07M	Buy	+23,035	New	+$1.07M	﹤0.01%	1714

Other funds holding PRFD

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

HighTower Advisors's PRFD Position: Q2 2026 in Review

HighTower Advisors reduced its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) stake by 1.4% in Q2 2026, selling an estimated $24.1K and leaving 32,375 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1892.

HighTower Advisors first reported a position in PRFD in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.66M in Q1 2026. 51 funds tracked by Wall St. Rank hold PRFD as of Q2 2026.

HighTower Advisors held 32,375 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $1.66M as of Q2 2026.
HighTower Advisors sold 471 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $24.1K.
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1892 holding.
HighTower Advisors first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q2 2023 and has held it in 13 quarters since.
HighTower Advisors's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $1.66M in Q1 2026.
51 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.