HighTower Advisors
PRFD icon

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
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
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

HighTower Advisors's PRFD Position: Q1 2026 in Review

HighTower Advisors increased its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) stake by 5.3% in Q1 2026, buying an estimated $85.1K and bringing the position to 32,846 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

HighTower Advisors first reported a position in PRFD in Q2 2023 and has held it in 12 quarters since. 44 funds tracked by Wall St. Rank hold PRFD as of Q1 2026.

  • HighTower Advisors held 32,846 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $1.66M as of Q1 2026.
  • HighTower Advisors bought 1,649 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q1 2026, an estimated $85.1K.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1830 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 12 quarters since.
  • 44 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.