American Portfolios Advisors’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

American Portfolios Advisors’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 Q3	$14.9K	Hold	700	–	–	﹤0.01%	2337
2022 Q2	$15.6K	Hold	700	–	–	﹤0.01%	2349
2022 Q1	$16.7K	Buy	700 +400	+133%	+$9.64K	﹤0.01%	2468
2021 Q4	$7.52K	Buy	+300	New	+$7.52K	﹤0.01%	2743

Other funds holding PFLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

AWM

AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return

PWM

Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return

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

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

American Portfolios Advisors's PFLD Position: Q3 2022 in Review

American Portfolios Advisors held its AAM Low Duration Preferred and Income Securities ETF (PFLD) position steady in Q3 2022 at 700 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2337.

American Portfolios Advisors first reported a position in PFLD in Q4 2021 and has held it in 4 quarters since. The position peaked at $16.7K in Q1 2022. 45 funds tracked by Wall St. Rank hold PFLD as of Q3 2022.

American Portfolios Advisors held 700 shares of AAM Low Duration Preferred and Income Securities ETF worth $14.9K as of Q3 2022.
American Portfolios Advisors left its AAM Low Duration Preferred and Income Securities ETF share count unchanged in Q3 2022.
AAM Low Duration Preferred and Income Securities ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2337 holding.
American Portfolios Advisors first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q4 2021 and has held it in 4 quarters since.
American Portfolios Advisors's AAM Low Duration Preferred and Income Securities ETF position peaked at $16.7K in Q1 2022.
45 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.