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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in PIMCO ETF TR

AE Wealth Management LLC holds 10,447 shares of PRFD (PIMCO ETF TR), worth $536,433 as of 2026-Q2. The position was decreased (-5.0% shares). PRFD represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$536,433

Current Shares

10,447

Total Value Change

-$5.5M

Total Shares Change

-107,093

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
10,447
-5.0%
$536,4330.0%$50.84
0
2026-Q1
Decreased
10,992
-1.3%
$556,9420.0%$49.44
0
2025-Q4
Decreased
11,135
-0.5%
$573,5640.0%$49.78
0
2025-Q3
Decreased
11,193
-7.0%
$579,7620.0%$49.13
0
2025-Q2
Increased
12,033
+5.3%
$613,3210.0%$47.66
26
2025-Q1
Decreased
11,424
-0.3%
$577,5770.0%$46.60
0
2024-Q4
Decreased
11,464
-90.3%
$576,4110.0%$45.90
0
2024-Q3
Increased
117,540
+1362.7%
$6.1M0.1%$46.26
44

Other major holders of PRFD: Allianz Asset Management GmbH

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