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

PSI 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
Q2 		– Sell
-505
Closed -$12K – 831
2022
Q1 		$12K Sell
505
-400
-44% -$9.64K ﹤0.01% 450
2021
Q4 		$23K Buy
905
+315
+53% +$7.89K 0.01% 381
2021
Q3 		$15K Buy
+590
New +$14.9K 0.01% 434

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
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

PSI Advisors's PFLD Position: Q2 2022 in Review

PSI Advisors sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q2 2022, closing a stake of 505 shares — an estimated $12K sold.

PSI Advisors first reported a position in PFLD in Q3 2021 and held it in 3 quarters. The position peaked at $23K in Q4 2021. 44 funds tracked by Wall St. Rank hold PFLD as of Q2 2022.

  • PSI Advisors reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q2 2022 after selling out during the quarter.
  • PSI Advisors sold 505 AAM Low Duration Preferred and Income Securities ETF shares in Q2 2022, an estimated $12K.
  • PSI Advisors first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q3 2021 and held it in 3 quarters.
  • PSI Advisors's AAM Low Duration Preferred and Income Securities ETF position peaked at $23K in Q4 2021.
  • 44 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q2 2022.

Based on PSI Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.