Alpine Bank 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
$140K Buy
+7,159
New +$141K 0.02% 193
2026
Q1
Sell
-41,599
Closed -$814K 165
2025
Q4
$814K Buy
41,599
+2,453
+6% +$48.2K 0.12% 88
2025
Q3
$771K Buy
39,146
+33,961
+655% +$667K 0.11% 90
2025
Q2
$102K Buy
+5,185
New +$102K 0.02% 188

Other funds holding PFLD

Alpine Bank Wealth Management's PFLD Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q2 2026: 7,159 shares worth $140K. The stake represents 0.02% of the portfolio and ranks #193 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in PFLD as recently as Q4 2025.

Alpine Bank Wealth Management first reported a position in PFLD in Q2 2025 and has held it in 4 quarters since. The position peaked at $814K in Q4 2025. 61 funds tracked by Wall St. Rank hold PFLD as of Q2 2026.

  • Alpine Bank Wealth Management held 7,159 shares of AAM Low Duration Preferred and Income Securities ETF worth $140K as of Q2 2026.
  • AAM Low Duration Preferred and Income Securities ETF was a new Alpine Bank Wealth Management position in Q2 2026.
  • AAM Low Duration Preferred and Income Securities ETF made up 0.02% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #193 holding.
  • Alpine Bank Wealth Management first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q2 2025 and has held it in 4 quarters since.
  • Alpine Bank Wealth Management's AAM Low Duration Preferred and Income Securities ETF position peaked at $814K 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 Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.