Global Trust Asset Management’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Global Trust Asset 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
2021 Q3	–	Sell	-1,075	Closed	-$27K	–	430
2021 Q2	$27K	Buy	+1,075	New	+$27.2K	0.01%	278

Other funds holding PFLD

AWM

AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

DTIM

Danda Trouve Investment Management Prairie Village, Kansas $54.1M AUM 13.18% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Global Trust Asset Management's PFLD Position: Q3 2021 in Review

Global Trust Asset Management sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q3 2021, closing a stake of 1,075 shares — an estimated $27K sold.

Global Trust Asset Management first reported a position in PFLD in Q2 2021 and held it in 1 quarter. The position peaked at $27K in Q2 2021. 27 funds tracked by Wall St. Rank hold PFLD as of Q3 2021.

Global Trust Asset Management reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q3 2021 after selling out during the quarter.
Global Trust Asset Management sold 1,075 AAM Low Duration Preferred and Income Securities ETF shares in Q3 2021, an estimated $27K.
Global Trust Asset Management first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q2 2021 and held it in 1 quarter.
Global Trust Asset Management's AAM Low Duration Preferred and Income Securities ETF position peaked at $27K in Q2 2021.
27 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q3 2021.

Based on Global Trust Asset Management's 13F filing for Q3 2021, filed 7 Oct 2021.