Atria Wealth Solutions’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$314K	Sell	15,903 -2,368	-13%	-$46.7K	0.01%	1137
2025 Q1	$371K	Buy	+18,271	New	+$377K	﹤0.01%	1356

Other funds holding PFLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

AWM

AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return

Atria Wealth Solutions's PFLD Position: Q2 2025 in Review

Atria Wealth Solutions reduced its AAM Low Duration Preferred and Income Securities ETF (PFLD) stake by 13% in Q2 2025, selling an estimated $46.7K and leaving 15,903 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #1137.

Atria Wealth Solutions first reported a position in PFLD in Q1 2025 and has held it in 2 quarters since. The position peaked at $371K in Q1 2025. 66 funds tracked by Wall St. Rank hold PFLD as of Q2 2025.

Atria Wealth Solutions held 15,903 shares of AAM Low Duration Preferred and Income Securities ETF worth $314K as of Q2 2025.
Atria Wealth Solutions sold 2,368 AAM Low Duration Preferred and Income Securities ETF shares in Q2 2025, an estimated $46.7K.
AAM Low Duration Preferred and Income Securities ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1137 holding.
Atria Wealth Solutions first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q1 2025 and has held it in 2 quarters since.
Atria Wealth Solutions's AAM Low Duration Preferred and Income Securities ETF position peaked at $371K in Q1 2025.
66 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.