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

Paladin Wealth’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 		$1.19M Buy
23,119
+2,218
+11% +$113K 0.69% 40
2026
Q1 		$1.06M Buy
20,901
+660
+3% +$34.1K 0.73% 43
2025
Q4 		$1.04M Buy
20,241
+169
+0.8% +$8.74K 0.71% 44
2025
Q3 		$1.04M Buy
20,072
+61
+0.3% +$3.12K 0.75% 49
2025
Q2 		$1.02M Sell
20,011
-1,548
-7% -$77.3K 0.79% 41
2025
Q1 		$1.09M Sell
21,559
-4,003
-16% -$202K 0.98% 36
2024
Q4 		$1.29M Buy
25,562
+7,620
+42% +$388K 1.11% 21
2024
Q3 		$927K Buy
+17,942
New +$907K 0.81% 39

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Paladin Wealth's PRFD Position: Q2 2026 in Review

Paladin Wealth increased its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) stake by 11% in Q2 2026, buying an estimated $113K and bringing the position to 23,119 shares worth $1.19M. The position accounts for 0.69% of the portfolio, ranked #40.

Paladin Wealth first reported a position in PRFD in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.29M in Q4 2024. 21 funds tracked by Wall St. Rank hold PRFD as of Q2 2026.

  • Paladin Wealth held 23,119 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $1.19M as of Q2 2026.
  • Paladin Wealth bought 2,218 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $113K.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up 0.69% of Paladin Wealth's portfolio in Q2 2026, its #40 holding.
  • Paladin Wealth first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q3 2024 and has held it in 8 quarters since.
  • Paladin Wealth's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $1.29M in Q4 2024.
  • 21 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.