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

Old Mission Capital’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
2025
Q1 		– Sell
-11,400
Closed -$573K – 1168
2024
Q4 		$573K Buy
+11,400
New +$581K 0.01% 564

Other funds holding PRFD

Allianz Asset Management
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GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return

Old Mission Capital's PRFD Position: Q1 2025 in Review

Old Mission Capital sold out of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) in Q1 2025, closing a stake of 11,400 shares — an estimated $573K sold.

Old Mission Capital first reported a position in PRFD in Q4 2024 and held it in 1 quarter. The position peaked at $573K in Q4 2024. 26 funds tracked by Wall St. Rank hold PRFD as of Q1 2025.

  • Old Mission Capital reported no remaining PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
  • Old Mission Capital sold 11,400 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q1 2025, an estimated $573K.
  • Old Mission Capital first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q4 2024 and held it in 1 quarter.
  • Old Mission Capital's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $573K in Q4 2024.
  • 26 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q1 2025.

Based on Old Mission Capital's 13F filing for Q1 2025, filed 15 May 2025.