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

IFG Advisory’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 		$3.8K Buy
+74
New +$3.78K ﹤0.01% 2027

Other funds holding PRFD

Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 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 $445B AUM 25.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
NA
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
RA
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

IFG Advisory's PRFD Position: Q2 2026 in Review

IFG Advisory opened a new position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) in Q2 2026: 74 shares worth $3.8K. The stake represents ﹤0.01% of the portfolio and ranks #2027 among its holdings.

51 funds tracked by Wall St. Rank hold PRFD as of Q2 2026.

  • IFG Advisory held 74 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $3.8K as of Q2 2026.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund was a new IFG Advisory position in Q2 2026.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #2027 holding.
  • 51 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.