Purchases and Sales Made in Q1 2025 in ETF Ser Solutions Aam Low Dura (PFLD)
This table provides information about the institutional ownership of ETF Ser Solutions Aam Low Dura (PFLD) during Q1 2025. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS AAM LOW DURA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
432K+ 8.24% |
$8.73M - $9.02M
|
5.68M
$111M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
431K+ 23.44% |
$8.71M - $8.99M
|
2.27M
$44.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
359K+ 40.73% |
$7.26M - $7.5M
|
1.24M
$24.3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
151K+ 54.22% |
$3.04M - $3.14M
|
429K
$8.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
91.6KNew |
$1.85M - $1.91M
|
91.6K
$1.79M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
83.8KNew |
$1.69M - $1.75M
|
83.8K
$1.64M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
72.9K+ 235.37% |
$1.47M - $1.52M
|
104K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
67K+ 12.91% |
$1.35M - $1.4M
|
586K
$11.5M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
61.7K+ 23.19% |
$1.25M - $1.29M
|
328K
$6.41M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
60.1KNew |
$1.21M - $1.25M
|
60.1K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
36.5KNew |
$738K - $762K
|
36.5K
$715K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
27KNew |
$546K - $564K
|
27K
$529K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.9K+ 9.44% |
$524K - $541K
|
301K
$5.88M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25.6KNew |
$517K - $533K
|
25.6K
$500K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
23.9KNew |
$482K - $498K
|
23.9K
$467K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.3KNew |
$369K - $381K
|
18.3K
$358K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
16.9KNew |
$341K - $352K
|
16.9K
$330K
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
15.7K+ 2.4% |
$317K - $328K
|
670K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14KNew |
$283K - $292K
|
14K
$274K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13K+ 24.18% |
$262K - $270K
|
66.5K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.1K+ 23.35% |
$203K - $210K
|
53.1K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
10K+ 39.33% |
$202K - $209K
|
35.4K
$693K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10KNew |
$202K - $209K
|
10K
$196K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.8K+ 55.44% |
$198K - $204K
|
27.5K
$538K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.72K+ 56.35% |
$176K - $182K
|
24.2K
$474K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
6.38K+ 98.17% |
$129K - $133K
|
12.9K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.96K+ 6.89% |
$120K - $124K
|
92.5K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.15K+ 15.98% |
$104K - $107K
|
37.4K
$731K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.37K+ 7.86% |
$88.3K - $91.2K
|
60K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.91K+ 8.95% |
$58.8K - $60.7K
|
35.4K
$693K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.67K+ 1.64% |
$53.9K - $55.7K
|
165K
$3.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.5K+ 0.97% |
$50.6K - $52.2K
|
261K
$5.1M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.77K+ 1.42% |
$35.8K - $37K
|
126K
$2.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
598+ 3.14% |
$12.1K - $12.5K
|
19.7K
$385K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
500+ 1515.15% |
$10.1K - $10.4K
|
533
$10.4K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
147+ 1.28% |
$2.97K - $3.07K
|
11.6K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
126+ 0.83% |
$2.55K - $2.63K
|
15.3K
$300K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
83+ 12.73% |
$1.68K - $1.73K
|
735
$14.4K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
72+ 0.66% |
$1.45K - $1.5K
|
11K
$215K
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
51+ 1.92% |
$1.03K - $1.06K
|
2.7K
$52.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
45+ 0.05% |
$909 - $939
|
85.4K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-99- 0.51% |
$2K - $2.07K
|
19.3K
$377K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.98K- 12.56% |
$39.9K - $41.2K
|
13.8K
$269K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.43K- 2.06% |
$49.1K - $50.8K
|
116K
$2.26M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-8.43K- 4.11% |
$170K - $176K
|
196K
$3.84M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.2K- 6.6% |
$247K - $255K
|
173K
$3.39M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-16K- 47.05% |
$324K - $334K
|
18K
$353K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.2K- 53.35% |
$347K - $358K
|
15K
$294K
|