Latest Institutional Purchases of ETF Ser Solutions Aam Low Dura (PFLD)
This list provides information on the latest institutional transactions involving ETF Ser Solutions Aam Low Dura (PFLD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| 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
|
|
|
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
$410K
|
|
|
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
$411K
|
|
|
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
$779K
|
|
|
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
$41.3K
|
|
|
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
$473K
|
|
|
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 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
50New |
$970 - $1.01K
|
50
$984
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
50+ 1.85% |
$970 - $1.01K
|
2.75K
$54.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
36.5KNew |
$738K - $762K
|
36.5K
$719K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
27KNew |
$546K - $564K
|
27K
$532K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.1K+ 23.35% |
$203K - $210K
|
53.1K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10KNew |
$202K - $209K
|
10K
$197K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.72K+ 56.35% |
$176K - $182K
|
24.2K
$476K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.15K+ 15.98% |
$104K - $107K
|
37.4K
$736K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
500+ 1515.15% |
$10.1K - $10.4K
|
533
$10.5K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
126+ 0.83% |
$2.55K - $2.63K
|
15.3K
$301K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
83+ 12.73% |
$1.68K - $1.73K
|
735
$14.5K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
25.8KNew |
$531K - $551K
|
25.8K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.8KNew |
$345K - $358K
|
16.8K
$331K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
8.29KNew |
$170K - $177K
|
8.29K
$163K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
598New |
$12.3K - $12.8K
|
598
$11.8K
|
|