— Know what they know.
Not Investment Advice

PRFD

PIMCO Preferred And Capital Securities Active Exchange-Traded Fund
1W: -0.3% 1M: -0.7% 3M: -0.9% YTD: -0.8% 1Y: +2.0% 3Y: +23.8%
$50.75
+0.09 (+0.18%)
 
Weekly Expected Move ±0.4%
$50 $50 $51 $51 $51
ETF AMEX · AUM $223.4M
Key Statistics
AUM$223M
Holdings10
Top 10 Wt2.4%
Volume35,824
Avg Volume21,418
Beta0.92
Portfolio Fundamentals
P/E14.7
P/B2.3
Div Yield2.16%
ROE15.8%
% Profitable4%
Inception2023-01-19
Sector Allocation
Other 97.5%
Financial Services 2.0%
Communication Services 0.2%
Utilities 0.1%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 US DOLLAR 1.76% $3.9M 3,940,317
2 JPMORGAN CHASE + CO JR SUBORDINA 12/99 VAR 6.50% 12/31/2099 1.64% $3.7M 36,000
3 ROYAL BANK OF CANADA JR SUBORDINA 05/84 VAR 7.50% 05/02/2084 1.57% $3.5M 34,000
4 BANK OF AMERICA CORP JR SUBORDINA 12/99 VAR 5.88% 12/31/2099 1.54% $3.4M 34,179
5 WELLS FARGO + COMPANY JR SUBORDINA 12/99 VAR 6.85% 12/31/2099 1.48% $3.3M 32,000
6 CITIGROUP INC JR SUBORDINA 12/99 VAR 6.95% 12/31/2099 1.46% $3.3M 31,998
7 CITIGROUP INC JR SUBORDINA 12/99 VAR 6.63% 12/31/2099 1.39% $3.1M 30,999
8 ENBRIDGE INC SUBORDINATED 07/80 VAR 5.75% 07/15/2080 1.26% $2.8M 28,151
9 NET OTHER ASSETS 1.24% $2.8M
10 BARCLAYS PLC JR SUBORDINA 12/99 8 8.00% 12/31/2099 1.12% $2.5M 24,000

Recent Holding Changes

Date Holding Change Details
2026-07-27 SCE-PM Changed 11998 → 12002
2026-07-27 GS-PD Changed 23700 → 23701
2026-07-23 WFC-PZ Changed 41289 → 41300
2026-07-22 WFC-PZ Changed 41300 → 41289
2026-07-16 SCE-PM Changed 12000 → 11998

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