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
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: Q1 2026 in Review

Alpine Bank Wealth Management sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q1 2026, closing a stake of 41,599 shares — an estimated $814K sold.

Alpine Bank Wealth Management first reported a position in PFLD in Q2 2025 and held it in 3 quarters. The position peaked at $814K in Q4 2025. 61 funds tracked by Wall St. Rank hold PFLD as of Q1 2026.

  • Alpine Bank Wealth Management reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 41,599 AAM Low Duration Preferred and Income Securities ETF shares in Q1 2026, an estimated $814K.
  • Alpine Bank Wealth Management first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q2 2025 and held it in 3 quarters.
  • 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 Q1 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.