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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
Q1 		$269K Buy
+5,309
New +$274K ﹤0.01% 1404

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LPL Financial
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OIA
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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

United Capital Financial Advisors's PRFD Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) in Q1 2026: 5,309 shares worth $269K. The stake represents ﹤0.01% of the portfolio and ranks #1404 among its holdings.

44 funds tracked by Wall St. Rank hold PRFD as of Q1 2026.

  • United Capital Financial Advisors held 5,309 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $269K as of Q1 2026.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund was a new United Capital Financial Advisors position in Q1 2026.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1404 holding.
  • 44 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.