AE Wealth Management’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

AE Wealth Management’s Portfolio PFLD Stock Details PFLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.4K	Sell	643 -1,707	-73%	-$33.6K	﹤0.01%	2230
2025 Q4	$46K	Buy	2,350 +504	+27%	+$9.91K	﹤0.01%	1869
2025 Q3	$36.4K	Buy	+1,846	New	+$36.3K	﹤0.01%	1781
2025 Q1	–	Sell	-598	Closed	-$12.3K	–	2251
2024 Q4	$12.3K	Buy	+598	New	+$12.6K	﹤0.01%	1820

Other funds holding PFLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TIA

Teucrium Investment Advisors Burlington, Vermont $129M AUM

AE Wealth Management's PFLD Position: Q1 2026 in Review

AE Wealth Management reduced its AAM Low Duration Preferred and Income Securities ETF (PFLD) stake by 73% in Q1 2026, selling an estimated $33.6K and leaving 643 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2230.

AE Wealth Management first reported a position in PFLD in Q4 2024 and has held it in 4 quarters since. The position peaked at $46K in Q4 2025. 61 funds tracked by Wall St. Rank hold PFLD as of Q1 2026.

AE Wealth Management held 643 shares of AAM Low Duration Preferred and Income Securities ETF worth $12.4K as of Q1 2026.
AE Wealth Management sold 1,707 AAM Low Duration Preferred and Income Securities ETF shares in Q1 2026, an estimated $33.6K.
AAM Low Duration Preferred and Income Securities ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2230 holding.
AE Wealth Management first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q4 2024 and has held it in 4 quarters since.
AE Wealth Management's AAM Low Duration Preferred and Income Securities ETF position peaked at $46K in Q4 2025.
61 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.