Wealthcare Advisory Partners’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Wealthcare Advisory Partners’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	-13,287	Closed	-$280K	–	746
2023 Q1	$280K	Buy	13,287 +672	+5%	+$14.5K	0.01%	595
2022 Q4	$261K	Sell	12,615 -329	-3%	-$6.92K	0.01%	570
2022 Q3	$276K	Buy	+12,944	New	+$288K	0.02%	501

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

Wealthcare Advisory Partners's PFLD Position: Q2 2023 in Review

Wealthcare Advisory Partners sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q2 2023, closing a stake of 13,287 shares — an estimated $280K sold.

Wealthcare Advisory Partners first reported a position in PFLD in Q3 2022 and held it in 3 quarters. The position peaked at $280K in Q1 2023. 44 funds tracked by Wall St. Rank hold PFLD as of Q2 2023.

Wealthcare Advisory Partners reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q2 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 13,287 AAM Low Duration Preferred and Income Securities ETF shares in Q2 2023, an estimated $280K.
Wealthcare Advisory Partners first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q3 2022 and held it in 3 quarters.
Wealthcare Advisory Partners's AAM Low Duration Preferred and Income Securities ETF position peaked at $280K in Q1 2023.
44 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q2 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2023, filed 17 Jul 2023.