Danda Trouve Investment Management’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Danda Trouve Investment Management’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 Q3	$1.4M	Buy	65,758 +4,304	+7%	+$95.8K	2.59%	15
2022 Q2	$1.37M	Buy	61,454 +2,466	+4%	+$55.9K	2.1%	16
2022 Q1	$1.4M	Buy	58,988 +1,400	+2%	+$33.8K	1.76%	18
2021 Q4	$1.44M	Buy	57,588 +16,572	+40%	+$415K	1.63%	18
2021 Q3	$1.03M	Buy	41,016 +14,696	+56%	+$372K	1.25%	26
2021 Q2	$669K	Buy	+26,320	New	+$665K	0.79%	34

Other funds holding PFLD

Morgan Stanley New York $1.66T AUM 25.57% 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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

Danda Trouve Investment Management's PFLD Position: Q3 2022 in Review

Danda Trouve Investment Management increased its AAM Low Duration Preferred and Income Securities ETF (PFLD) stake by 7% in Q3 2022, buying an estimated $95.8K and bringing the position to 65,758 shares worth $1.4M. The position accounts for 2.59% of the portfolio, ranked #15.

Danda Trouve Investment Management first reported a position in PFLD in Q2 2021 and has held it in 6 quarters since. The position peaked at $1.44M in Q4 2021. 45 funds tracked by Wall St. Rank hold PFLD as of Q3 2022.

Danda Trouve Investment Management held 65,758 shares of AAM Low Duration Preferred and Income Securities ETF worth $1.4M as of Q3 2022.
Danda Trouve Investment Management bought 4,304 AAM Low Duration Preferred and Income Securities ETF shares in Q3 2022, an estimated $95.8K.
AAM Low Duration Preferred and Income Securities ETF made up 2.59% of Danda Trouve Investment Management's portfolio in Q3 2022, its #15 holding.
Danda Trouve Investment Management first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q2 2021 and has held it in 6 quarters since.
Danda Trouve Investment Management's AAM Low Duration Preferred and Income Securities ETF position peaked at $1.44M in Q4 2021.
45 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.