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Etf Ser Solutions aam lw dur p shares owned by HB Wealth Management

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

Historical chart of HB Wealth Management investment in Etf Ser Solutions aam lw dur p

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

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Quarterly reported holdings in Etf Ser Solutions aam lw dur p by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $829k 42k 19.57
2025-09-30 $835k 42k 19.70
2025-03-31 $738k 37k 20.20

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust State Street Spd (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Home Depot (HD)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for HB Wealth Management

Top funds holding Etf Ser Solutions aam lw dur p

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
L2 Asset Management
Sound Income Strategies
AllSquare Wealth Management
Cetera Investment Advisers
Captrust Financial Advisors
Commonwealth Equity Services
Gotham Asset Management

View all funds holding Etf Ser Solutions aam lw dur p