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

Visionary Wealth 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	-54,324	Closed	-$2.75M	–	689
2026 Q1	$2.75M	Sell	54,324 -38,906	-42%	-$2.01M	0.12%	167
2025 Q4	$4.8M	Sell	93,230 -1,005	-1%	-$52K	0.22%	115
2025 Q3	$4.88M	Sell	94,235 -18,874	-17%	-$965K	0.23%	105
2025 Q2	$5.77M	Buy	113,109 +18,897	+20%	+$943K	0.29%	89
2025 Q1	$4.76M	Buy	+94,212	New	+$4.76M	0.29%	90

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

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

Visionary Wealth Advisors's PRFD Position: Q2 2026 in Review

Visionary Wealth Advisors sold out of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) in Q2 2026, closing a stake of 54,324 shares — an estimated $2.75M sold.

Visionary Wealth Advisors first reported a position in PRFD in Q1 2025 and held it in 5 quarters. The position peaked at $5.77M in Q2 2025. 51 funds tracked by Wall St. Rank hold PRFD as of Q2 2026.

Visionary Wealth Advisors reported no remaining PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
Visionary Wealth Advisors sold 54,324 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q2 2026, an estimated $2.75M.
Visionary Wealth Advisors first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q1 2025 and held it in 5 quarters.
Visionary Wealth Advisors's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $5.77M in Q2 2025.
51 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.