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 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 $95.4B AUM 38.74% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Visionary Wealth Advisors's PRFD Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) stake by 42% in Q1 2026, selling an estimated $2.01M and leaving 54,324 shares worth $2.75M. The position accounts for 0.12% of the portfolio, ranked #167.

Visionary Wealth Advisors first reported a position in PRFD in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.77M in Q2 2025. 44 funds tracked by Wall St. Rank hold PRFD as of Q1 2026.

Visionary Wealth Advisors held 54,324 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $2.75M as of Q1 2026.
Visionary Wealth Advisors sold 38,906 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund shares in Q1 2026, an estimated $2.01M.
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up 0.12% of Visionary Wealth Advisors's portfolio in Q1 2026, its #167 holding.
Visionary Wealth Advisors first reported a position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund in Q1 2025 and has held it in 5 quarters since.
Visionary Wealth Advisors's PIMCO Preferred and Capital Securities Active Exchange-Traded Fund position peaked at $5.77M in Q2 2025.
44 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.