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

ICA Group 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
2023 Q1	–	Sell	-590	Closed	-$12.2K	–	1348
2022 Q4	$12.2K	Buy	+590	New	+$12.4K	﹤0.01%	786

Other funds holding PFLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

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 St. Louis, Missouri $109B AUM 21.36% 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

AWM

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

PWM

Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return

ICA Group Wealth Management's PFLD Position: Q1 2023 in Review

ICA Group Wealth Management sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q1 2023, closing a stake of 590 shares — an estimated $12.2K sold.

ICA Group Wealth Management first reported a position in PFLD in Q4 2022 and held it in 1 quarter. The position peaked at $12.2K in Q4 2022. 47 funds tracked by Wall St. Rank hold PFLD as of Q1 2023.

ICA Group Wealth Management reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q1 2023 after selling out during the quarter.
ICA Group Wealth Management sold 590 AAM Low Duration Preferred and Income Securities ETF shares in Q1 2023, an estimated $12.2K.
ICA Group Wealth Management first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q4 2022 and held it in 1 quarter.
ICA Group Wealth Management's AAM Low Duration Preferred and Income Securities ETF position peaked at $12.2K in Q4 2022.
47 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q1 2023.

Based on ICA Group Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.