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Williams & Novak’s PIMCO Preferred and Capital Securities Active Exchange-Traded Fund PRFD Stock Holding History

Williams & Novak’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 		$347K Buy
+6,760
New +$346K 0.23% 92

Other funds holding PRFD

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Williams & Novak's PRFD Position: Q2 2026 in Review

Williams & Novak opened a new position in PIMCO Preferred and Capital Securities Active Exchange-Traded Fund (PRFD) in Q2 2026: 6,760 shares worth $347K. The stake represents 0.23% of the portfolio and ranks #92 among its holdings.

10 funds tracked by Wall St. Rank hold PRFD as of Q2 2026.

  • Williams & Novak held 6,760 shares of PIMCO Preferred and Capital Securities Active Exchange-Traded Fund worth $347K as of Q2 2026.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund was a new Williams & Novak position in Q2 2026.
  • PIMCO Preferred and Capital Securities Active Exchange-Traded Fund made up 0.23% of Williams & Novak's portfolio in Q2 2026, its #92 holding.
  • 10 funds tracked by Wall St. Rank held PIMCO Preferred and Capital Securities Active Exchange-Traded Fund as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.