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

Lloyd Advisory 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
2026
Q1 		– Sell
-1,725
Closed -$88.8K – 1003
2025
Q4 		$88.8K Buy
+1,725
New +$89.2K 0.03% 192

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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
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Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
IWC
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Lloyd Advisory Services's PRFD Position: Q1 2026 in Review

Lloyd Advisory Services sold out of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) in Q1 2026, closing a stake of 1,725 shares — an estimated $88.8K sold.

Lloyd Advisory Services first reported a position in PRFD in Q4 2025 and held it in 1 quarter. The position peaked at $88.8K in Q4 2025. 44 funds tracked by Wall St. Rank hold PRFD as of Q1 2026.

  • Lloyd Advisory Services reported no remaining PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 1,725 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q1 2026, an estimated $88.8K.
  • Lloyd Advisory Services first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q4 2025 and held it in 1 quarter.
  • Lloyd Advisory Services's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $88.8K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.