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MONECO Advisors’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

MONECO Advisors’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
2022
Q3 		– Sell
-9,131
Closed -$203K – 256
2022
Q2 		$203K Buy
+9,131
New +$207K 0.08% 234

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
AWM
AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return
PWM
Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

MONECO Advisors's PFLD Position: Q3 2022 in Review

MONECO Advisors sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q3 2022, closing a stake of 9,131 shares — an estimated $203K sold.

MONECO Advisors first reported a position in PFLD in Q2 2022 and held it in 1 quarter. The position peaked at $203K in Q2 2022. 45 funds tracked by Wall St. Rank hold PFLD as of Q3 2022.

  • MONECO Advisors reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q3 2022 after selling out during the quarter.
  • MONECO Advisors sold 9,131 AAM Low Duration Preferred and Income Securities ETF shares in Q3 2022, an estimated $203K.
  • MONECO Advisors first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q2 2022 and held it in 1 quarter.
  • MONECO Advisors's AAM Low Duration Preferred and Income Securities ETF position peaked at $203K in Q2 2022.
  • 45 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q3 2022.

Based on MONECO Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.