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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.47M Buy
87,748
+33,891
+63% +$1.73M 0.05% 260
2025
Q1
$2.72M Buy
53,857
+34,515
+178% +$1.74M 0.03% 332
2024
Q4
$973K Buy
+19,342
New +$973K 0.01% 646