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

NewEdge 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 Q1	$5.59M	Buy	110,246 +29,827	+37%	+$1.54M	0.02%	645
2025 Q4	$4.14M	Buy	80,419 +58,081	+260%	+$3M	0.02%	738
2025 Q3	$1.16M	Sell	22,338 -15,629	-41%	-$799K	0.01%	1321
2025 Q2	$1.94M	Buy	37,967 +3,778	+11%	+$189K	0.01%	954
2025 Q1	$1.73M	Buy	34,189 +8,429	+33%	+$426K	0.01%	916
2024 Q4	$1.3M	Buy	+25,760	New	+$1.31M	0.01%	1036

Other funds holding PRFD

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

NewEdge Advisors's PRFD Position: Q1 2026 in Review

NewEdge Advisors increased its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) stake by 37% in Q1 2026, buying an estimated $1.54M and bringing the position to 110,246 shares worth $5.59M. The position accounts for 0.02% of the portfolio, ranked #645.

NewEdge Advisors first reported a position in PRFD in Q4 2024 and has held it in 6 quarters since. 44 funds tracked by Wall St. Rank hold PRFD as of Q1 2026.

NewEdge Advisors held 110,246 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $5.59M as of Q1 2026.
NewEdge Advisors bought 29,827 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q1 2026, an estimated $1.54M.
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #645 holding.
NewEdge Advisors first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q4 2024 and has held it in 6 quarters since.
44 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.