MPCL
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My Personal CFO LLC’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

My Personal CFO LLC’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
-49
Closed -$1.02K – 610
2022
Q4 		$1.02K Buy
+49
New +$1.03K ﹤0.01% 637

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

My Personal CFO LLC's PFLD Position: Q1 2023 in Review

My Personal CFO LLC sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q1 2023, closing a stake of 49 shares — an estimated $1.02K sold.

My Personal CFO LLC first reported a position in PFLD in Q4 2022 and held it in 1 quarter. The position peaked at $1.02K in Q4 2022. 47 funds tracked by Wall St. Rank hold PFLD as of Q1 2023.

  • My Personal CFO LLC reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 49 AAM Low Duration Preferred and Income Securities ETF shares in Q1 2023, an estimated $1.02K.
  • My Personal CFO LLC first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's AAM Low Duration Preferred and Income Securities ETF position peaked at $1.02K 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 My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.