Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
188K+ 113.93% |
$3.66M - $3.72M
|
352K
$6.94M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
50.7KNew |
$988K - $1M
|
50.7K
$997K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
42.4KNew |
$826K - $840K
|
42.4K
$834K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
34K+ 654.99% |
$662K - $673K
|
39.1K
$771K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10.2K+ 137.14% |
$198K - $202K
|
17.6K
$346K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.11KNew |
$21.7K - $22K
|
1.11K
$21.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
877+ 659.4% |
$17.1K - $17.4K
|
1.01K
$19.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
499+ 2.63% |
$9.73K - $9.9K
|
19.5K
$384K
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
240New |
$4.68K - $4.76K
|
240
$4.73K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-573- 2.58% |
$11.2K - $11.4K
|
21.6K
$426K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-685- 0.77% |
$13.4K - $13.6K
|
88.6K
$1.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-794- 5.94% |
$15.5K - $15.7K
|
12.6K
$248K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.85K- 5.49% |
$134K - $136K
|
118K
$2.32M
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-7.77K- 22.33% |
$151K - $154K
|
27K
$532K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.09K- 25.1% |
$177K - $180K
|
27.1K
$534K
|
|
|
Nov 03, 2025
Q3 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-13.7K- 2.04% |
$267K - $271K
|
657K
$12.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-16.4K- 6.35% |
$320K - $325K
|
242K
$4.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-38.1K- 71.75% |
$743K - $756K
|
15K
$295K
|