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

United Capital Financial Advisors’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	–	Sell	-5,309	Closed	-$269K	–	1710
2026 Q1	$269K	Buy	+5,309	New	+$274K	﹤0.01%	1404

Other funds holding PRFD

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

United Capital Financial Advisors's PRFD Position: Q2 2026 in Review

United Capital Financial Advisors sold out of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) in Q2 2026, closing a stake of 5,309 shares — an estimated $269K sold.

United Capital Financial Advisors first reported a position in PRFD in Q1 2026 and held it in 1 quarter. The position peaked at $269K in Q1 2026. 51 funds tracked by Wall St. Rank hold PRFD as of Q2 2026.

United Capital Financial Advisors reported no remaining PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
United Capital Financial Advisors sold 5,309 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $269K.
United Capital Financial Advisors first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q1 2026 and held it in 1 quarter.
United Capital Financial Advisors's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $269K in Q1 2026.
51 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.