Gradient Investments LLC
Position in PRFD — PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
CIK 1542265
ARDEN HILLS, MN
All Filings in PRFD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 PRFD | $51,061,542 | 1,001,796 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 PRFD | $50,503,535 | 998,982 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 PRFD | $55,325,799 | 1,100,354 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 PRFD | $39,480,478 | 764,089 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 PRFD | $36,419,577 | 733,674 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 PRFD | $33,758,895 | 680,280 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 PRFD | $32,671,725 | 675,594 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 PRFD | $73,650,241 | 1,611,779 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 PRFD | $72,812,256 | 1,560,887 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 PRFD | $8,048,314 | 172,618 | Shares | Sole | 2023-04-17 | |
| No filing history on record for this holder in this stock. | ||||||