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PRFDPRFD
2 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in PIMCO ETF TR

UNITED CAPITAL FINANCIAL ADVISORS, LLC previously held 0 shares of PRFD (PIMCO ETF TR), worth $0 as of 2026-Q2.

Final Value

$0

Final Shares

0

Total Value Change

-$268,809

Total Shares Change

-5,309

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Exited
0
-100.0%
$00.0%$50.34
0
2026-Q1
New
5,309
-
$268,8090.0%$48.95
32

Other major holders of PRFD: Allianz Asset Management GmbH

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