Jaffetilchin Investment Partners’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Jaffetilchin Investment Partners’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 Q4	–	Sell	-16,825	Closed	-$356K	–	1029
2024 Q3	$356K	Buy	16,825 +129	+0.8%	+$2.72K	0.03%	269
2024 Q2	$351K	Buy	16,696 +132	+0.8%	+$2.78K	0.03%	265
2024 Q1	$350K	Sell	16,564 -217,929	-93%	-$4.6M	0.03%	263
2023 Q4	$4.9M	Sell	234,493 -184,053	-44%	-$3.8M	0.48%	44
2023 Q3	$8.71M	Buy	418,546 +4,539	+1%	+$95.1K	0.96%	26
2023 Q2	$8.67M	Buy	414,007 +100,342	+32%	+$2.08M	0.91%	26
2023 Q1	$6.61M	Buy	+313,665	New	+$6.75M	0.75%	31

Other funds holding PFLD

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Jaffetilchin Investment Partners's PFLD Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q4 2024, closing a stake of 16,825 shares — an estimated $356K sold.

Jaffetilchin Investment Partners first reported a position in PFLD in Q1 2023 and held it in 7 quarters. The position peaked at $8.71M in Q3 2023. 60 funds tracked by Wall St. Rank hold PFLD as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 16,825 AAM Low Duration Preferred and Income Securities ETF shares in Q4 2024, an estimated $356K.
Jaffetilchin Investment Partners first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q1 2023 and held it in 7 quarters.
Jaffetilchin Investment Partners's AAM Low Duration Preferred and Income Securities ETF position peaked at $8.71M in Q3 2023.
60 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.