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Advisornet Financial’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Advisornet Financial’s Portfolio PFLD Stock Details PFLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-40,280
Closed -$1.01M – 2148
2021
Q4 		$1.01M Buy
40,280
+600
+2% +$15K 0.06% 260
2021
Q3 		$999K Buy
39,680
+37,480
+1,704% +$948K 0.07% 236
2021
Q2 		$56K Buy
+2,200
New +$55.6K ﹤0.01% 957

Other funds holding PFLD

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AWM
AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Advisornet Financial's PFLD Position: Q1 2022 in Review

Advisornet Financial sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q1 2022, closing a stake of 40,280 shares — an estimated $1.01M sold.

Advisornet Financial first reported a position in PFLD in Q2 2021 and held it in 3 quarters. The position peaked at $1.01M in Q4 2021. 36 funds tracked by Wall St. Rank hold PFLD as of Q1 2022.

  • Advisornet Financial reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q1 2022 after selling out during the quarter.
  • Advisornet Financial sold 40,280 AAM Low Duration Preferred and Income Securities ETF shares in Q1 2022, an estimated $1.01M.
  • Advisornet Financial first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q2 2021 and held it in 3 quarters.
  • Advisornet Financial's AAM Low Duration Preferred and Income Securities ETF position peaked at $1.01M in Q4 2021.
  • 36 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q1 2022.

Based on Advisornet Financial's 13F filing for Q1 2022, filed 14 Apr 2022.