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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
Q3 		$538K Buy
10,974
+1,742
+19% +$87.9K 0.09% 77
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 $7B AUM 14.85% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

MinichMacGregor Wealth Management's PRFD Position: Q3 2026 in Review

MinichMacGregor Wealth Management increased its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) stake by 19% in Q3 2026, buying an estimated $87.9K and bringing the position to 10,974 shares worth $538K. The position accounts for 0.09% of the portfolio, ranked #77.

MinichMacGregor Wealth Management first reported a position in PRFD in Q1 2025 and has held it in 7 quarters since. 5 funds tracked by Wall St. Rank hold PRFD as of Q3 2026.

  • MinichMacGregor Wealth Management held 10,974 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $538K as of Q3 2026.
  • MinichMacGregor Wealth Management bought 1,742 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q3 2026, an estimated $87.9K.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up 0.09% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #77 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 7 quarters since.
  • 5 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.