Creative Planning »

Etf Ser Solutions aam lw dur p shares owned by Creative Planning

Quarter-by-quarter ownership of Etf Ser Solutions aam lw dur p (PFLD) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Etf Ser Solutions aam lw dur p

Tip: Access up to 7 years of quarterly data

All positions including Etf Ser Solutions aam lw dur p held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Etf Ser Solutions aam lw dur p by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $272k 14k 19.70
2025-06-30 $329k 17k 19.61
2025-03-31 $339k 17k 20.20
2024-12-31 $345k 17k 20.56

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding Etf Ser Solutions aam lw dur p

Morgan Stanley
Wells Fargo & Company
LPL Financial
Rainey & Randall Investment Management
Raymond James Financial
Advisor Group Holdings
Royal Bank of Canada
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
Cetera Investment Advisers
L2 Asset Management
Sound Income Strategies
AllSquare Wealth Management
Captrust Financial Advisors
Bleakley Financial Group

View all funds holding Etf Ser Solutions aam lw dur p