Latest Institutional Transactions on ETF Ser Solutions Aam Low Dura (PFLD)
This table provides information on the latest institutional transactions involving ETF Ser Solutions Aam Low Dura (PFLD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-523K- 9.2% |
$10.1M - $10.6M
|
5.16M
$102M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
48KNew |
$932K - $971K
|
48K
$945K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
382K+ 16.81% |
$7.4M - $7.71M
|
2.65M
$52.2M
|
|
|
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
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-115K- 40.29% |
$2.23M - $2.32M
|
170K
$3.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.8KNew |
$403K - $421K
|
20.8K
$410K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
144+ 0.6% |
$2.79K - $2.91K
|
24K
$473K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-73.8K- 17.22% |
$1.43M - $1.49M
|
355K
$6.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 12.01% |
$215K - $224K
|
104K
$2.04M
|
|
|
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
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
117+ 0.14% |
$2.27K - $2.36K
|
83.9K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.03K+ 0.62% |
$20K - $20.8K
|
166K
$3.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.8K+ 23.03% |
$268K - $279K
|
73.9K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-272- 0.05% |
$5.27K - $5.5K
|
586K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-3.03K- 1.54% |
$58.8K - $61.3K
|
193K
$3.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
141+ 1.21% |
$2.73K - $2.85K
|
11.8K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.8KNew |
$539K - $562K
|
27.8K
$547K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-3.13K- 17.38% |
$60.8K - $63.3K
|
14.9K
$293K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.3K+ 11.98% |
$761K - $793K
|
367K
$7.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
133New |
$2.58K - $2.69K
|
133
$2.62K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.54K- 6.01% |
$29.8K - $31K
|
24K
$473K
|
|
|
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
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-377- 2.39% |
$7.31K - $7.62K
|
15.4K
$303K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-46.1K- 3.71% |
$893K - $931K
|
1.2M
$23.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.41K+ 44.31% |
$124K - $129K
|
20.9K
$411K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.82K- 34.49% |
$113K - $118K
|
11.1K
$218K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.3KNew |
$218K - $227K
|
11.3K
$221K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.55K- 7.57% |
$185K - $193K
|
117K
$2.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14.8K- 8.55% |
$287K - $299K
|
158K
$3.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-411- 3.74% |
$7.97K - $8.31K
|
10.6K
$208K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.8K+ 57.63% |
$307K - $320K
|
43.3K
$852K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.19K+ 7.95% |
$178K - $186K
|
125K
$2.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.15K+ 11.71% |
$80.5K - $83.9K
|
39.6K
$779K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.7K+ 16.04% |
$207K - $216K
|
77.2K
$1.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.2K- 4.4% |
$256K - $267K
|
287K
$5.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
18.5K+ 17.77% |
$358K - $373K
|
122K
$2.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7.41KNew |
$144K - $150K
|
7.41K
$146K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
500+ 3.89% |
$9.7K - $10.1K
|
13.4K
$263K
|
|
|
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 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
50New |
$970 - $1.01K
|
50
$984
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
806+ 2.28% |
$15.6K - $16.3K
|
36.2K
$713K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
400+ 0.83% |
$7.76K - $8.08K
|
48.7K
$958K
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
890+ 0.13% |
$17.3K - $18K
|
671K
$13.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.22K+ 18.62% |
$81.8K - $85.3K
|
26.9K
$529K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.92K+ 4.59% |
$75.9K - $79.1K
|
89.3K
$1.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
5.19KNew |
$101K - $105K
|
5.19K
$102K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
50+ 1.85% |
$970 - $1.01K
|
2.75K
$54.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.41K- 0.93% |
$46.8K - $48.8K
|
258K
$5.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-680- 3.46% |
$13.2K - $13.7K
|
19K
$374K
|