FWM
PFLD icon

Frontier Wealth Management’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Frontier Wealth 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
Q2 		$512K Hold
23,000
– – 0.04% 236
2022
Q1 		$537K Buy
+23,000
New +$554K 0.01% 241

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AWM
AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Frontier Wealth Management's PFLD Position: Q2 2022 in Review

Frontier Wealth Management held its AAM Low Duration Preferred and Income Securities ETF (PFLD) position steady in Q2 2022 at 23,000 shares worth $512K. The position accounts for 0.04% of the portfolio, ranked #236.

Frontier Wealth Management first reported a position in PFLD in Q1 2022 and has held it in 2 quarters since. The position peaked at $537K in Q1 2022. 44 funds tracked by Wall St. Rank hold PFLD as of Q2 2022.

  • Frontier Wealth Management held 23,000 shares of AAM Low Duration Preferred and Income Securities ETF worth $512K as of Q2 2022.
  • Frontier Wealth Management left its AAM Low Duration Preferred and Income Securities ETF share count unchanged in Q2 2022.
  • AAM Low Duration Preferred and Income Securities ETF made up 0.04% of Frontier Wealth Management's portfolio in Q2 2022, its #236 holding.
  • Frontier Wealth Management first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q1 2022 and has held it in 2 quarters since.
  • Frontier Wealth Management's AAM Low Duration Preferred and Income Securities ETF position peaked at $537K in Q1 2022.
  • 44 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.