RE Dickinson Investment Advisors’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

RE Dickinson Investment 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
2024 Q4	$0	Buy	+2	New	+$42	﹤0.01%	319

Other funds holding PFLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RE Dickinson Investment Advisors's PFLD Position: Q4 2024 in Review

RE Dickinson Investment Advisors opened a new position in AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q4 2024: 2 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #319 among its holdings.

61 funds tracked by Wall St. Rank hold PFLD as of Q4 2024.

RE Dickinson Investment Advisors held 2 shares of AAM Low Duration Preferred and Income Securities ETF worth $0 as of Q4 2024.
AAM Low Duration Preferred and Income Securities ETF was a new RE Dickinson Investment Advisors position in Q4 2024.
AAM Low Duration Preferred and Income Securities ETF made up ﹤0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #319 holding.
61 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.