Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
382K+ 16.81% |
$7.4M - $7.71M
|
2.65M
$52.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
73.1K+ 79.82% |
$1.42M - $1.48M
|
165K
$3.24M
|
|
|
Aug 19, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
54.9KNew |
$1.06M - $1.11M
|
54.9K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
53.8K+ 89.6% |
$1.04M - $1.09M
|
114K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
48KNew |
$932K - $971K
|
48K
$945K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.3K+ 11.98% |
$761K - $793K
|
367K
$7.22M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.2K+ 10.69% |
$760K - $793K
|
406K
$7.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.8KNew |
$539K - $562K
|
27.8K
$547K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
22.2KNew |
$431K - $449K
|
22.2K
$437K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.8KNew |
$403K - $421K
|
20.8K
$409K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
18.5K+ 17.77% |
$358K - $373K
|
122K
$2.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.8K+ 57.63% |
$307K - $320K
|
43.3K
$852K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.8K+ 23.03% |
$268K - $279K
|
73.9K
$1.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.3KNew |
$218K - $227K
|
11.3K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 12.01% |
$215K - $224K
|
104K
$2.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.7K+ 16.04% |
$207K - $216K
|
77.2K
$1.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.19K+ 7.95% |
$178K - $186K
|
125K
$2.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7.41KNew |
$144K - $150K
|
7.41K
$146K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.41K+ 44.31% |
$124K - $129K
|
20.9K
$410K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
5.19KNew |
$101K - $105K
|
5.19K
$102K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.22K+ 18.62% |
$81.8K - $85.3K
|
26.9K
$529K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.15K+ 11.71% |
$80.5K - $83.9K
|
39.6K
$778K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.92K+ 4.59% |
$75.9K - $79.1K
|
89.3K
$1.76M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.1KNew |
$40.7K - $42.4K
|
2.1K
$41.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.03K+ 0.62% |
$20K - $20.8K
|
166K
$3.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
890+ 0.13% |
$17.3K - $18K
|
671K
$13.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
806+ 2.28% |
$15.6K - $16.3K
|
36.2K
$713K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
500+ 3.89% |
$9.7K - $10.1K
|
13.4K
$263K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
400+ 0.83% |
$7.76K - $8.08K
|
48.7K
$958K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
144+ 0.6% |
$2.79K - $2.91K
|
24K
$472K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
141+ 1.21% |
$2.73K - $2.85K
|
11.8K
$231K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
133New |
$2.58K - $2.69K
|
133
$2.62K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
124+ 0.89% |
$2.4K - $2.51K
|
14.1K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
117+ 0.14% |
$2.27K - $2.36K
|
83.9K
$1.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
50+ 1.85% |
$970 - $1.01K
|
2.75K
$54.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
50New |
$970 - $1.01K
|
50
$984
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-272- 0.05% |
$5.27K - $5.5K
|
586K
$11.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-377- 2.39% |
$7.31K - $7.62K
|
15.4K
$303K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-411- 3.74% |
$7.97K - $8.31K
|
10.6K
$208K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-680- 3.46% |
$13.2K - $13.7K
|
19K
$373K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.5K- 10.94% |
$29.2K - $30.4K
|
12.3K
$241K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.54K- 6.01% |
$29.8K - $31K
|
24K
$473K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.37K- 12.96% |
$45.9K - $47.9K
|
15.9K
$313K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.41K- 0.93% |
$46.8K - $48.8K
|
258K
$5.08M
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.57K- 6.89% |
$49.9K - $52K
|
34.8K
$684K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-3.03K- 1.54% |
$58.8K - $61.3K
|
193K
$3.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-3.13K- 17.38% |
$60.8K - $63.3K
|
14.9K
$293K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.82K- 34.49% |
$113K - $118K
|
11.1K
$218K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.55K- 7.57% |
$185K - $193K
|
117K
$2.3M
|