IFP Advisors’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $955K | Buy |
48,686
+400
| +0.8% | +$7.84K | 0.03% | 596 |
|
|
2025
Q1 | $975K | Hold |
48,286
| – | – | 0.03% | 557 |
|
|
2024
Q4 | $993K | Hold |
48,286
| – | – | 0.03% | 530 |
|
|
2024
Q3 | $1.02M | Hold |
48,286
| – | – | 0.04% | 476 |
|
|
2024
Q2 | $1.01M | Buy |
+48,286
| New | +$1.01M | 0.04% | 438 |
|
|
2023
Q1 | – | Sell |
-600
| Closed | -$15K | – | 4151 |
|
|
2022
Q4 | $15K | Hold |
600
| – | – | ﹤0.01% | 3118 |
|
|
2022
Q3 | $15K | Hold |
600
| – | – | ﹤0.01% | 3340 |
|
|
2022
Q2 | $15K | Hold |
600
| – | – | ﹤0.01% | 3099 |
|
|
2022
Q1 | $15K | Buy |
+600
| New | +$15K | ﹤0.01% | 3099 |
|