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Money Concepts Capital’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Money Concepts Capital’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
-80
Closed -$1.66K – 2189
2022
Q4 		$1.66K Buy
+80
New +$1.68K ﹤0.01% 2748

Other funds holding PFLD

Morgan Stanley
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
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
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

Money Concepts Capital's PFLD Position: Q1 2023 in Review

Money Concepts Capital sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q1 2023, closing a stake of 80 shares — an estimated $1.66K sold.

Money Concepts Capital first reported a position in PFLD in Q4 2022 and held it in 1 quarter. The position peaked at $1.66K in Q4 2022. 47 funds tracked by Wall St. Rank hold PFLD as of Q1 2023.

  • Money Concepts Capital reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 80 AAM Low Duration Preferred and Income Securities ETF shares in Q1 2023, an estimated $1.66K.
  • Money Concepts Capital first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's AAM Low Duration Preferred and Income Securities ETF position peaked at $1.66K 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 Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.