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

Networth Advisors’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 		$5.49K Buy
107
+17
+19% +$869 ﹤0.01% 225
2026
Q1 		$4.56K Sell
90
-33
-27% -$1.7K ﹤0.01% 249
2025
Q4 		$6.34K Buy
+123
New +$6.36K ﹤0.01% 180

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
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

Networth Advisors's PRFD Position: Q2 2026 in Review

Networth Advisors increased its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) stake by 19% in Q2 2026, buying an estimated $869 and bringing the position to 107 shares worth $5.49K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Networth Advisors first reported a position in PRFD in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.34K in Q4 2025. 21 funds tracked by Wall St. Rank hold PRFD as of Q2 2026.

  • Networth Advisors held 107 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $5.49K as of Q2 2026.
  • Networth Advisors bought 17 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $869.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up ﹤0.01% of Networth Advisors's portfolio in Q2 2026, its #225 holding.
  • Networth Advisors first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • Networth Advisors's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $6.34K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.