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

Triad 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
2024
Q3 		– Sell
-1,254
Closed -$62.2K – 685
2024
Q2 		$62.2K Buy
+1,254
New +$61.7K 0.03% 197

Other funds holding PRFD

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GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Triad Wealth Partners's PRFD Position: Q3 2024 in Review

Triad Wealth Partners sold out of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) in Q3 2024, closing a stake of 1,254 shares — an estimated $62.2K sold.

Triad Wealth Partners first reported a position in PRFD in Q2 2024 and held it in 1 quarter. The position peaked at $62.2K in Q2 2024. 21 funds tracked by Wall St. Rank hold PRFD as of Q3 2024.

  • Triad Wealth Partners reported no remaining PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 1,254 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q3 2024, an estimated $62.2K.
  • Triad Wealth Partners first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $62.2K in Q2 2024.
  • 21 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.