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

Strategic Wealth Partners’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 		$10.8K Hold
213
– – ﹤0.01% 876
2025
Q4 		$11K Sell
213
-822
-79% -$42.5K ﹤0.01% 865
2025
Q3 		$53.6K Buy
+1,035
New +$52.9K ﹤0.01% 538

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LPL Financial
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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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Cerity Partners
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

Strategic Wealth Partners's PRFD Position: Q1 2026 in Review

Strategic Wealth Partners held its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) position steady in Q1 2026 at 213 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Strategic Wealth Partners first reported a position in PRFD in Q3 2025 and has held it in 3 quarters since. The position peaked at $53.6K in Q3 2025. 44 funds tracked by Wall St. Rank hold PRFD as of Q1 2026.

  • Strategic Wealth Partners held 213 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $10.8K as of Q1 2026.
  • Strategic Wealth Partners left its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund share count unchanged in Q1 2026.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #876 holding.
  • Strategic Wealth Partners first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q3 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $53.6K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.