Lloyd Advisory Services’s PIMCO Preferred and Capital Securities Active Exchange-Traded Fund PRFD Stock Holding History
Bought
Maintained
Sold
Other funds holding PRFD
Lloyd Advisory Services's PRFD Position: Q2 2026 in Review
Lloyd Advisory Services opened a new position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) in Q2 2026: 1,640 shares worth $84.2K. The stake represents 0.03% of the portfolio and ranks #191 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in PRFD as recently as Q4 2025.
Lloyd Advisory Services first reported a position in PRFD in Q4 2025 and has held it in 2 quarters since. The position peaked at $88.8K in Q4 2025. 51 funds tracked by Wall St. Rank hold PRFD as of Q2 2026.
- Lloyd Advisory Services held 1,640 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $84.2K as of Q2 2026.
- PIMCO Preferred and Capital Securities Active Exchange-Traded Fund was a new Lloyd Advisory Services position in Q2 2026.
- PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up 0.03% of Lloyd Advisory Services's portfolio in Q2 2026, its #191 holding.
- Lloyd Advisory Services first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q4 2025 and has held it in 2 quarters since.
- Lloyd Advisory Services's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $88.8K in Q4 2025.
- 51 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q2 2026.
Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.