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Patriot Investment Management Group’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Patriot Investment Management Group’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
-40
Closed -$885 – 343
2022
Q4 		$885 Buy
+40
New +$841 ﹤0.01% 394

Other funds holding PFLD

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CWP
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RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 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

Patriot Investment Management Group's PFLD Position: Q1 2023 in Review

Patriot Investment Management Group sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q1 2023, closing a stake of 40 shares — an estimated $885 sold.

Patriot Investment Management Group first reported a position in PFLD in Q4 2022 and held it in 1 quarter. The position peaked at $885 in Q4 2022. 47 funds tracked by Wall St. Rank hold PFLD as of Q1 2023.

  • Patriot Investment Management Group reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 40 AAM Low Duration Preferred and Income Securities ETF shares in Q1 2023, an estimated $885.
  • Patriot Investment Management Group first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q4 2022 and held it in 1 quarter.
  • Patriot Investment Management Group's AAM Low Duration Preferred and Income Securities ETF position peaked at $885 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 Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.