Mid-American Wealth Advisory Group’s PIMCO Preferred and Capital Securities Active Exchange-Traded Fund PRFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-31
Closed -$1.58K 247
2025
Q2
$1.58K Buy
+31
New +$1.55K ﹤0.01% 277
2024
Q4
Sell
-11,990
Closed -$620K 48
2024
Q3
$620K Buy
11,990
+4,569
+62% +$231K 0.39% 27
2024
Q2
$368K Buy
+7,421
New +$365K 0.24% 37

Other funds holding PRFD

Mid-American Wealth Advisory Group's PRFD Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) in Q3 2025, closing a stake of 31 shares — an estimated $1.58K sold.

Mid-American Wealth Advisory Group first reported a position in PRFD in Q2 2024 and held it in 3 quarters. The position peaked at $620K in Q3 2024. 31 funds tracked by Wall St. Rank hold PRFD as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 31 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q3 2025, an estimated $1.58K.
  • Mid-American Wealth Advisory Group first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q2 2024 and held it in 3 quarters.
  • Mid-American Wealth Advisory Group's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $620K in Q3 2024.
  • 31 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.