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

Atlas Private 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
2021
Q4 		– Sell
-251
Closed -$6K – 549
2021
Q3 		$6K Buy
+251
New +$6.35K ﹤0.01% 542

Other funds holding PFLD

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AWM
AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Atlas Private Wealth Advisors's PFLD Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q4 2021, closing a stake of 251 shares — an estimated $6K sold.

Atlas Private Wealth Advisors first reported a position in PFLD in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 32 funds tracked by Wall St. Rank hold PFLD as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 251 AAM Low Duration Preferred and Income Securities ETF shares in Q4 2021, an estimated $6K.
  • Atlas Private Wealth Advisors first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q3 2021 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's AAM Low Duration Preferred and Income Securities ETF position peaked at $6K in Q3 2021.
  • 32 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.