Steward Partners Investment Advisory, LLC
Position in PFLD — AAM Low Duration Preferred and Income Securities ETF
CIK 1723397
STAMFORD, CT
All Filings in PFLD
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PFLD | $132,306 | 6,834 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 PFLD | $162,643 | 8,313 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 PFLD | $203,993 | 10,355 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 PFLD | $302,072 | 15,404 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 PFLD | $318,776 | 15,781 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 PFLD | $1,153,169 | 56,088 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 PFLD | $186,977 | 8,828 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 PFLD | $55,051 | 2,619 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 PFLD | $55,391 | 2,619 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 PFLD | $167,099 | 7,999 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 PFLD | $166,379 | 7,999 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 PFLD | $182,136 | 8,698 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 PFLD | $172,649 | 8,198 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 PFLD | $169,944 | 8,198 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||