Peterson Wealth Management’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Peterson Wealth Management’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 Q3	–	Sell	-129,077	Closed	-$2.7M	–	69
2023 Q2	$2.7M	Sell	129,077 -55,127	-30%	-$1.14M	2.14%	14
2023 Q1	$3.88M	Sell	184,204 -2,367	-1%	-$51K	3.71%	8
2022 Q4	$3.87M	Sell	186,571 -11,457	-6%	-$241K	3.94%	9
2022 Q3	$4.22M	Buy	198,028 +124,525	+169%	+$2.77M	3.93%	9
2022 Q2	$1.64M	Buy	73,503 +14,446	+24%	+$327K	2.11%	14
2022 Q1	$1.41M	Buy	+59,057	New	+$1.42M	0.94%	31

Other funds holding PFLD

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 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

Peterson Wealth Management's PFLD Position: Q3 2023 in Review

Peterson Wealth Management sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q3 2023, closing a stake of 129,077 shares — an estimated $2.7M sold.

Peterson Wealth Management first reported a position in PFLD in Q1 2022 and held it in 6 quarters. The position peaked at $4.22M in Q3 2022. 44 funds tracked by Wall St. Rank hold PFLD as of Q3 2023.

Peterson Wealth Management reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q3 2023 after selling out during the quarter.
Peterson Wealth Management sold 129,077 AAM Low Duration Preferred and Income Securities ETF shares in Q3 2023, an estimated $2.7M.
Peterson Wealth Management first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q1 2022 and held it in 6 quarters.
Peterson Wealth Management's AAM Low Duration Preferred and Income Securities ETF position peaked at $4.22M in Q3 2022.
44 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q3 2023.

Based on Peterson Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.