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Etf Ser Solutions aam lw dur p shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Etf Ser Solutions aam lw dur p (PFLD) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Etf Ser Solutions aam lw dur p

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Quarterly reported holdings in Etf Ser Solutions aam lw dur p by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $372k 19k 19.70
2025-06-30 $471k 24k 19.61
2025-03-31 $517k 26k 20.20
2023-09-30 $263k 13k 20.80
2023-06-30 $261k 12k 20.94
2023-03-31 $276k 13k 21.06
2022-12-31 $210k 10k 20.73
2022-06-30 $202k 9.1k 22.28
2022-03-31 $5.0k 119k 0.04

More positions owned by J.w. Cole Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Value Etf (VTV)

View all positions for J.w. Cole Advisors

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