Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
394KNew |
$8.55M - $9.34M
|
394K
$8.31M
|
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
38.7KNew |
$839K - $917K
|
38.7K
$816K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.9K+ 7.85% |
$606K - $663K
|
384K
$8.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
26.9K+ 10.78% |
$583K - $637K
|
276K
$5.82M
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
18.9KNew |
$410K - $448K
|
18.9K
$399K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.3K+ 43.39% |
$398K - $434K
|
60.6K
$1.28M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18K+ 15.53% |
$391K - $427K
|
134K
$2.82M
|
|
|
Aug 03, 2022
Q2 2022
|
Peterson Wealth Management
|
BUY
|
- |
14.4K+ 24.46% |
$313K - $343K
|
73.5K
$1.55M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.4KNew |
$269K - $294K
|
12.4K
$261K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.9KNew |
$258K - $282K
|
11.9K
$251K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.8KNew |
$256K - $279K
|
11.8K
$249K
|
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
10.1K+ 3.15% |
$220K - $240K
|
331K
$6.99M
|
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
BUY
|
- |
10.1KNew |
$219K - $239K
|
10.1K
$213K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.36K+ 24.22% |
$203K - $222K
|
48K
$1.01M
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.13KNew |
$198K - $216K
|
9.13K
$193K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
8.7K+ 36.77% |
$189K - $206K
|
32.4K
$682K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.96K+ 8.93% |
$173K - $189K
|
97.1K
$2.05M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.61K+ 9.36% |
$122K - $133K
|
65.5K
$1.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.57K+ 1.54% |
$121K - $132K
|
366K
$7.72M
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
4.47K+ 2.09% |
$96.9K - $106K
|
219K
$4.61M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.75KNew |
$81.3K - $88.8K
|
3.75K
$79K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
2.7KNew |
$58.6K - $64K
|
2.7K
$56.9K
|
|
|
Jul 12, 2022
Q2 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
2.47K+ 4.18% |
$53.5K - $58.5K
|
61.5K
$1.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.48K+ 8.1% |
$32K - $35K
|
19.7K
$415K
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
1.28K+ 1.26% |
$27.7K - $30.2K
|
102K
$2.16M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
600New |
$13K - $14.2K
|
600
$12.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
68+ 0.47% |
$1.48K - $1.61K
|
14.6K
$308K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
24+ 0.22% |
$521 - $569
|
11.2K
$236K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-322Closed |
$6.99K - $7.63K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-505Closed |
$11K - $12K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-600Closed |
$13K - $14.2K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3KClosed |
$65.1K - $71.1K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-3.83K- 20.37% |
$83.1K - $90.8K
|
15K
$316K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.58K- 3.32% |
$121K - $132K
|
163K
$3.43M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.11K- 16.21% |
$176K - $192K
|
41.9K
$884K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.18K- 12.6% |
$177K - $194K
|
56.7K
$1.2M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.85KClosed |
$192K - $210K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12K- 10.75% |
$260K - $284K
|
99.5K
$2.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-12.5K- 61.04% |
$271K - $296K
|
7.98K
$168K
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-12.6K- 28.28% |
$273K - $298K
|
31.9K
$673K
|
|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-43.3K- 23.37% |
$939K - $1.03M
|
142K
$2.99M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-110K- 92.38% |
$2.39M - $2.61M
|
9.07K
$191K
|