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Cyndeo Wealth Partners’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Cyndeo Wealth Partners’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
2023
Q2 		– Sell
-657,592
Closed -$13.8M – 345
2023
Q1 		$13.8M Buy
657,592
+337,605
+106% +$7.27M 1.49% 12
2022
Q4 		$6.63M Buy
+319,987
New +$6.73M 0.78% 33

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
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
PWM
Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cyndeo Wealth Partners's PFLD Position: Q2 2023 in Review

Cyndeo Wealth Partners sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q2 2023, closing a stake of 657,592 shares — an estimated $13.8M sold.

Cyndeo Wealth Partners first reported a position in PFLD in Q4 2022 and held it in 2 quarters. The position peaked at $13.8M in Q1 2023. 44 funds tracked by Wall St. Rank hold PFLD as of Q2 2023.

  • Cyndeo Wealth Partners reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q2 2023 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 657,592 AAM Low Duration Preferred and Income Securities ETF shares in Q2 2023, an estimated $13.8M.
  • Cyndeo Wealth Partners first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q4 2022 and held it in 2 quarters.
  • Cyndeo Wealth Partners's AAM Low Duration Preferred and Income Securities ETF position peaked at $13.8M in Q1 2023.
  • 44 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q2 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2023, filed 27 Jul 2023.