Steward Partners Investment Advisory’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 Q1	–	Sell	-82	Closed	-$4.12K	–	4127
2024 Q4	$4.12K	Buy	82 +28	+52%	+$1.41K	﹤0.01%	3434
2024 Q3	$2.79K	Buy	+54	New	+$2.79K	﹤0.01%	3369