Simplicity Solutions’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Simplicity Solutions’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 Q4	$5.25M	Sell	251,248 -2,557	-1%	-$52.8K	0.14%	129
2023 Q3	$5.28M	Buy	+253,805	New	+$5.32M	0.17%	117

Other funds holding PFLD

Morgan Stanley New York $1.89T AUM 35.08% 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

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

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 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

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

Simplicity Solutions's PFLD Position: Q4 2023 in Review

Simplicity Solutions reduced its AAM Low Duration Preferred and Income Securities ETF (PFLD) stake by 1% in Q4 2023, selling an estimated $52.8K and leaving 251,248 shares worth $5.25M. The position accounts for 0.14% of the portfolio, ranked #129.

Simplicity Solutions first reported a position in PFLD in Q3 2023 and has held it in 2 quarters since. The position peaked at $5.28M in Q3 2023. 49 funds tracked by Wall St. Rank hold PFLD as of Q4 2023.

Simplicity Solutions held 251,248 shares of AAM Low Duration Preferred and Income Securities ETF worth $5.25M as of Q4 2023.
Simplicity Solutions sold 2,557 AAM Low Duration Preferred and Income Securities ETF shares in Q4 2023, an estimated $52.8K.
AAM Low Duration Preferred and Income Securities ETF made up 0.14% of Simplicity Solutions's portfolio in Q4 2023, its #129 holding.
Simplicity Solutions first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q3 2023 and has held it in 2 quarters since.
Simplicity Solutions's AAM Low Duration Preferred and Income Securities ETF position peaked at $5.28M in Q3 2023.
49 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.