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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.6K Buy
644
+1
+0.2% +$20 ﹤0.01% 2340
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

AE Wealth Management's PFLD Position: Q2 2026 in Review

AE Wealth Management increased its AAM Low Duration Preferred and Income Securities ETF (PFLD) stake by 0.16% in Q2 2026, buying an estimated $20 and bringing the position to 644 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2340.

AE Wealth Management first reported a position in PFLD in Q4 2024 and has held it in 5 quarters since. The position peaked at $46K in Q4 2025. 61 funds tracked by Wall St. Rank hold PFLD as of Q2 2026.

  • AE Wealth Management held 644 shares of AAM Low Duration Preferred and Income Securities ETF worth $12.6K as of Q2 2026.
  • AE Wealth Management bought 1 AAM Low Duration Preferred and Income Securities ETF share in Q2 2026, an estimated $20.
  • AAM Low Duration Preferred and Income Securities ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2340 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 5 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 Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.