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

LPL Financial’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
2025
Q2 		$15.9M Buy
2025
Q1 		$12.7M Sell
2024
Q4 		$12.8M Buy
2024
Q3 		$12.7M Buy
2024
Q2 		$11.6M Buy
2024
Q1 		$10.8M Buy
2023
Q4 		$3.22M Buy