Strait & Sound Wealth Management’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Strait & Sound Wealth Management’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 Q2	–	Sell	-9,700	Closed	-$204K	–	112
2023 Q1	$204K	Sell	9,700 -400	-4%	-$8.61K	0.2%	109
2022 Q4	$220K	Buy	+10,100	New	+$212K	0.24%	101

Other funds holding PFLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

CAN

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

PWM

Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Strait & Sound Wealth Management's PFLD Position: Q2 2023 in Review

Strait & Sound Wealth Management sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q2 2023, closing a stake of 9,700 shares — an estimated $204K sold.

Strait & Sound Wealth Management first reported a position in PFLD in Q4 2022 and held it in 2 quarters. The position peaked at $220K in Q4 2022. 44 funds tracked by Wall St. Rank hold PFLD as of Q2 2023.

Strait & Sound Wealth Management reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q2 2023 after selling out during the quarter.
Strait & Sound Wealth Management sold 9,700 AAM Low Duration Preferred and Income Securities ETF shares in Q2 2023, an estimated $204K.
Strait & Sound Wealth Management first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q4 2022 and held it in 2 quarters.
Strait & Sound Wealth Management's AAM Low Duration Preferred and Income Securities ETF position peaked at $220K in Q4 2022.
44 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q2 2023.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2023, filed 30 Aug 2023.