— Know what they know.
Not Investment Advice

PRFD

PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
1W: -0.9% 1M: -1.3% 3M: -2.5% YTD: -1.0% 1Y: +4.3% 3Y: +28.4%
$50.78
+0.19 (+0.38%)
 
Weekly Expected Move ±0.5%
$50 $51 $51 $51 $51
ETF AMEX · AUM $211.5M
Key Statistics
AUM$211M
Holdings8
Top 10 Wt2.0%
Volume19,211
Avg Volume16,140
Beta0.92
Portfolio Fundamentals
P/E4.3
P/B0.7
Div Yield2.53%
ROE15.7%
% Profitable3%
Inception2023-01-19
Sector Allocation
Other 98.0%
Financial Services 1.8%
Communication Services 0.3%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 US DOLLAR 1.73% $3.7M 3,699,771
2 JPMORGAN CHASE + CO JR SUBORDINA 12/99 VAR 1.71% $3.7M 35,999
3 ROYAL BANK OF CANADA JR SUBORDINA 05/84 VAR 1.64% $3.5M 34,000
4 BANK OF AMERICA CORP JR SUBORDINA 12/99 VAR 1.61% $3.4M 34,179
5 WELLS FARGO + COMPANY JR SUBORDINA 12/99 VAR 1.54% $3.3M 31,999
6 CITIGROUP INC JR SUBORDINA 12/99 VAR 1.52% $3.2M 31,999
7 NET OTHER ASSETS 1.47% $3.2M -9,216
8 ENBRIDGE INC SUBORDINATED 07/80 VAR 1.32% $2.8M 28,149
9 CITIGROUP INC JR SUBORDINA 12/99 VAR 1.27% $2.7M 26,999
10 BARCLAYS PLC JR SUBORDINA 12/99 8 1.17% $2.5M 23,999

Recent Holding Changes

Date Holding Change Details
2026-05-20 MET-PF Changed 25100 → 25104
2026-05-20 VOYA Changed 20700 → 20696
2026-05-20 GS-PD Changed 23700 → 23697
2026-05-19 VOYA Changed 20696 → 20700
2026-05-19 MS Changed 24694 → 24700

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms