Arkadios Wealth Advisors’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Arkadios Wealth 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 Q4	–	Sell	-10,898	Closed	-$232K	–	583
2022 Q3	$232K	Sell	10,898 -281	-3%	-$6.25K	0.04%	450
2022 Q2	$249K	Buy	11,179 +24	+0.2%	+$544	0.04%	447
2022 Q1	$265K	Buy	11,155 +26	+0.2%	+$627	0.03%	459
2021 Q4	$279K	Buy	11,129 +653	+6%	+$16.4K	0.04%	468
2021 Q3	$263K	Buy	10,476 +3,759	+56%	+$95.1K	0.04%	437
2021 Q2	$170K	Buy	+6,717	New	+$170K	0.02%	576

Other funds holding PFLD

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 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

PWM

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Arkadios Wealth Advisors's PFLD Position: Q4 2022 in Review

Arkadios Wealth Advisors sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q4 2022, closing a stake of 10,898 shares — an estimated $232K sold.

Arkadios Wealth Advisors first reported a position in PFLD in Q2 2021 and held it in 6 quarters. The position peaked at $279K in Q4 2021. 53 funds tracked by Wall St. Rank hold PFLD as of Q4 2022.

Arkadios Wealth Advisors reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q4 2022 after selling out during the quarter.
Arkadios Wealth Advisors sold 10,898 AAM Low Duration Preferred and Income Securities ETF shares in Q4 2022, an estimated $232K.
Arkadios Wealth Advisors first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q2 2021 and held it in 6 quarters.
Arkadios Wealth Advisors's AAM Low Duration Preferred and Income Securities ETF position peaked at $279K in Q4 2021.
53 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q4 2022.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.