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Coppell Advisory Solutions Corp’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Coppell Advisory Solutions Corp’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 		$259K Buy
+12,240
New +$259K 0.05% 214

Other funds holding PFLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return
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

Coppell Advisory Solutions Corp's PFLD Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q1 2024: 12,240 shares worth $259K. The stake represents 0.05% of the portfolio and ranks #214 among its holdings.

49 funds tracked by Wall St. Rank hold PFLD as of Q1 2024.

  • Coppell Advisory Solutions Corp held 12,240 shares of AAM Low Duration Preferred and Income Securities ETF worth $259K as of Q1 2024.
  • AAM Low Duration Preferred and Income Securities ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • AAM Low Duration Preferred and Income Securities ETF made up 0.05% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #214 holding.
  • 49 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.