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Blue Trust Inc’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Blue Trust Inc’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
2024
Q1 		– Sell
-25
Closed -$1K – 2585
2023
Q4 		$1K Buy
+25
New +$516 ﹤0.01% 2388

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RRWA
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Blue Trust Inc's PFLD Position: Q1 2024 in Review

Blue Trust Inc sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q1 2024, closing a stake of 25 shares — an estimated $1K sold.

Blue Trust Inc first reported a position in PFLD in Q4 2023 and held it in 1 quarter. The position peaked at $1K in Q4 2023. 49 funds tracked by Wall St. Rank hold PFLD as of Q1 2024.

  • Blue Trust Inc reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q1 2024 after selling out during the quarter.
  • Blue Trust Inc sold 25 AAM Low Duration Preferred and Income Securities ETF shares in Q1 2024, an estimated $1K.
  • Blue Trust Inc first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q4 2023 and held it in 1 quarter.
  • Blue Trust Inc's AAM Low Duration Preferred and Income Securities ETF position peaked at $1K in Q4 2023.
  • 49 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q1 2024.

Based on Blue Trust Inc's 13F filing for Q1 2024, filed 1 May 2024.