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

Vickerman Investment 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	$232K	Buy	4,520 +149	+3%	+$7.62K	0.05%	96
2026 Q1	$221K	Buy	+4,371	New	+$226K	0.05%	91

Other funds holding PRFD

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

Vickerman Investment Advisors's PRFD Position: Q2 2026 in Review

Vickerman Investment Advisors increased its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) stake by 3.4% in Q2 2026, buying an estimated $7.62K and bringing the position to 4,520 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #96.

Vickerman Investment Advisors first reported a position in PRFD in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold PRFD as of Q2 2026.

Vickerman Investment Advisors held 4,520 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $232K as of Q2 2026.
Vickerman Investment Advisors bought 149 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $7.62K.
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up 0.05% of Vickerman Investment Advisors's portfolio in Q2 2026, its #96 holding.
Vickerman Investment Advisors first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q1 2026 and has held it in 2 quarters since.
51 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Vickerman Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.