MWM
PRFD icon

MinichMacGregor Wealth Management’s PIMCO Preferred and Capital Securities Active Exchange-Traded Fund PRFD Stock Holding History

MinichMacGregor Wealth Management’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 		$474K Buy
9,232
+2,658
+40% +$136K 0.07% 81
2026
Q1 		$333K Buy
6,574
+889
+16% +$45.9K 0.06% 90
2025
Q4 		$293K Sell
5,685
-220
-4% -$11.4K 0.05% 99
2025
Q3 		$306K Sell
5,905
-1,665
-22% -$85.1K 0.06% 111
2025
Q2 		$386K Sell
7,570
-179
-2% -$8.94K 0.08% 88
2025
Q1 		$392K Buy
+7,749
New +$391K 0.09% 76

Other funds holding PRFD

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MinichMacGregor Wealth Management's PRFD Position: Q2 2026 in Review

MinichMacGregor Wealth Management increased its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) stake by 40% in Q2 2026, buying an estimated $136K and bringing the position to 9,232 shares worth $474K. The position accounts for 0.07% of the portfolio, ranked #81.

MinichMacGregor Wealth Management first reported a position in PRFD in Q1 2025 and has held it in 6 quarters since. 21 funds tracked by Wall St. Rank hold PRFD as of Q2 2026.

  • MinichMacGregor Wealth Management held 9,232 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $474K as of Q2 2026.
  • MinichMacGregor Wealth Management bought 2,658 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $136K.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up 0.07% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #81 holding.
  • MinichMacGregor Wealth Management first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q1 2025 and has held it in 6 quarters since.
  • 21 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.