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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
249KNew |
$4.86M - $4.94M
|
249K
$4.89M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
188K+ 113.93% |
$3.66M - $3.72M
|
352K
$6.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
97.5K+ 61.58% |
$1.9M - $1.93M
|
256K
$5.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
72.6KNew |
$1.42M - $1.44M
|
72.6K
$1.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69.9K+ 17.22% |
$1.36M - $1.39M
|
476K
$9.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
50.7KNew |
$988K - $1M
|
50.7K
$993K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
42.4KNew |
$826K - $840K
|
42.4K
$831K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
34K+ 654.99% |
$662K - $673K
|
39.1K
$768K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33K+ 9.29% |
$643K - $654K
|
388K
$7.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.3KNew |
$358K - $364K
|
18.3K
$360K
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
14.2KNew |
$277K - $282K
|
14.2K
$278K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.3K+ 44.39% |
$241K - $245K
|
40.2K
$788K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.4KNew |
$203K - $206K
|
10.4K
$204K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10.2K+ 137.14% |
$198K - $202K
|
17.6K
$345K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.62KNew |
$129K - $131K
|
6.62K
$130K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.28K+ 9.88% |
$83.4K - $84.8K
|
47.6K
$933K
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.07K+ 2.51% |
$59.9K - $60.9K
|
125K
$2.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.6KNew |
$50.7K - $51.6K
|
2.6K
$51K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.86K+ 16.84% |
$36.3K - $36.9K
|
12.9K
$253K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.85KNew |
$36K - $36.6K
|
1.85K
$36.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.11KNew |
$21.7K - $22K
|
1.11K
$21.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.05K+ 1.42% |
$20.4K - $20.8K
|
74.9K
$1.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
894+ 7.94% |
$17.4K - $17.7K
|
12.1K
$238K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
877+ 659.4% |
$17.1K - $17.4K
|
1.01K
$19.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
499+ 2.63% |
$9.73K - $9.9K
|
19.5K
$382K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
266+ 1.79% |
$5.19K - $5.27K
|
15.2K
$297K
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
240New |
$4.68K - $4.76K
|
240
$4.71K
|
|
|
Nov 26, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-400- 0.82% |
$7.8K - $7.93K
|
48.3K
$947K
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-421- 0.77% |
$8.21K - $8.35K
|
54.5K
$1.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-450- 1.14% |
$8.78K - $8.92K
|
39.1K
$767K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-573- 2.58% |
$11.2K - $11.4K
|
21.6K
$424K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-685- 0.77% |
$13.4K - $13.6K
|
88.6K
$1.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-794- 5.94% |
$15.5K - $15.7K
|
12.6K
$247K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.02K- 8.66% |
$19.9K - $20.2K
|
10.7K
$210K
|
|
|
Jan 12, 2026
Q3 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1.64K- 0.85% |
$32K - $32.6K
|
192K
$3.76M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.25K- 8.38% |
$43.9K - $44.7K
|
24.6K
$483K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3K- 30.0% |
$58.5K - $59.5K
|
7K
$137K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3K- 17.86% |
$58.5K - $59.5K
|
13.8K
$271K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.38K- 2.64% |
$85.4K - $86.9K
|
162K
$3.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.05K- 32.78% |
$98.5K - $100K
|
10.4K
$203K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.17K- 21.52% |
$101K - $103K
|
18.9K
$370K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.85K- 5.49% |
$134K - $136K
|
118K
$2.31M
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-7.77K- 22.33% |
$151K - $154K
|
27K
$530K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.09K- 25.1% |
$177K - $180K
|
27.1K
$532K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.25K- 3.22% |
$180K - $183K
|
278K
$5.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-13K- 52.0% |
$254K - $258K
|
12K
$235K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13K- 16.9% |
$254K - $259K
|
64.1K
$1.26M
|
|
|
Nov 03, 2025
Q3 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-13.7K- 2.04% |
$267K - $271K
|
657K
$12.9M
|
|