GI
PFLD icon

Gradient Investments’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Gradient Investments’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 		– Sell
-100
Closed -$2.09K – 1662
2023
Q4 		$2.09K Sell
100
-279
-74% -$5.76K ﹤0.01% 1220
2023
Q3 		$7.88K Buy
+379
New +$7.94K ﹤0.01% 848

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

Gradient Investments's PFLD Position: Q1 2024 in Review

Gradient Investments sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q1 2024, closing a stake of 100 shares — an estimated $2.09K sold.

Gradient Investments first reported a position in PFLD in Q3 2023 and held it in 2 quarters. The position peaked at $7.88K in Q3 2023. 49 funds tracked by Wall St. Rank hold PFLD as of Q1 2024.

  • Gradient Investments reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 100 AAM Low Duration Preferred and Income Securities ETF shares in Q1 2024, an estimated $2.09K.
  • Gradient Investments first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q3 2023 and held it in 2 quarters.
  • Gradient Investments's AAM Low Duration Preferred and Income Securities ETF position peaked at $7.88K in Q3 2023.
  • 49 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.