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Retirement Group’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Retirement 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
2024
Q1 		$25.3K Hold
1,195
– – 0.01% 322
2023
Q4 		$25K Hold
1,195
– – 0.01% 307
2023
Q3 		$24.9K Buy
+1,195
New +$25K 0.01% 287

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Retirement Group's PFLD Position: Q1 2024 in Review

Retirement Group held its AAM Low Duration Preferred and Income Securities ETF (PFLD) position steady in Q1 2024 at 1,195 shares worth $25.3K. The position accounts for 0.01% of the portfolio, ranked #322.

Retirement Group first reported a position in PFLD in Q3 2023 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold PFLD as of Q1 2024.

  • Retirement Group held 1,195 shares of AAM Low Duration Preferred and Income Securities ETF worth $25.3K as of Q1 2024.
  • Retirement Group left its AAM Low Duration Preferred and Income Securities ETF share count unchanged in Q1 2024.
  • AAM Low Duration Preferred and Income Securities ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #322 holding.
  • Retirement Group first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q3 2023 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.