PRFD — PIMCO ETF TR

Ownership history in Visionary Wealth Advisors  ·  4 quarters on record

This page tracks every 13F SEC filing in which Visionary Wealth Advisors reported a position in PIMCO ETF TR (PRFD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.29% (2025 Q2)
Avg. % of fund
0.26%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 93,230 -1,005 -1.1% 0.22% $4.8M $51.02
2025 Q3 REDUCED 94,235 -18,874 -16.7% 0.23% $4.9M $50.35
2025 Q2 ADDED 113,109 +18,897 +20.1% 0.29% $5.8M $48.85
2025 Q1 INITIATED 94,212 — — 0.29% $4.8M $47.76
% of Fund (quarterly)    PRFD price (monthly, adj. close)

Other funds also holding PRFD

As of 2025 Q4 — sorted by position size

Gradient Investments LLC 3Y 7Y 0.88% Paladin Wealth, LLC 0.71% Brown Financial Advisors 0.62% MAGNOLIA CAPITAL ADVISORS LLC 3Y 0.2% Mattson Financial Services, LLC 0.19% SOL Capital Management CO 3Y 7Y 0.16% GREAT VALLEY ADVISOR GROUP, INC. 3Y 0.1% OneDigital Investment Advisors LLC 3Y 7Y 0.1% Financial Synergies Wealth Advisors, Inc. 0.07% Allianz Asset Management GmbH 3Y 7Y 0.06%
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