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

Simplicity Wealth’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
Q3 		– Sell
-237,049
Closed -$4.98M – 1007
2024
Q2 		$4.98M Sell
237,049
-895
-0.4% -$18.8K 0.11% 183
2024
Q1 		$5.03M Buy
+237,944
New +$5.03M 0.12% 171

Other funds holding PFLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Simplicity Wealth's PFLD Position: Q3 2024 in Review

Simplicity Wealth sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q3 2024, closing a stake of 237,049 shares — an estimated $4.98M sold.

Simplicity Wealth first reported a position in PFLD in Q1 2024 and held it in 2 quarters. The position peaked at $5.03M in Q1 2024. 50 funds tracked by Wall St. Rank hold PFLD as of Q3 2024.

  • Simplicity Wealth reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 237,049 AAM Low Duration Preferred and Income Securities ETF shares in Q3 2024, an estimated $4.98M.
  • Simplicity Wealth first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's AAM Low Duration Preferred and Income Securities ETF position peaked at $5.03M in Q1 2024.
  • 50 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.