Avantax Advisory Services’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Avantax Advisory Services’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	$2.29M	Sell	116,691 -9,552	-8%	-$189K	0.01%	738
2025 Q1	$2.55M	Buy	126,243 +1,773	+1%	+$36.6K	0.02%	644
2024 Q4	$2.56M	Buy	124,470 +32,137	+35%	+$676K	0.02%	608
2024 Q3	$1.96M	Sell	92,333 -9,918	-10%	-$209K	0.01%	709
2024 Q2	$2.15M	Sell	102,251 -2,433	-2%	-$51.2K	0.02%	638
2024 Q1	$2.21M	Buy	104,684 +2,041	+2%	+$43.1K	0.02%	517
2023 Q4	$2.14M	Sell	102,643 -1,677	-2%	-$34.6K	0.02%	480
2023 Q3	$2.17M	Sell	104,320 -2,928	-3%	-$61.3K	0.02%	440
2023 Q2	$2.25M	Buy	107,248 +1,878	+2%	+$38.9K	0.03%	423
2023 Q1	$2.22M	Buy	105,370 +6,214	+6%	+$134K	0.03%	411
2022 Q4	$2.06M	Buy	99,156 +20,806	+27%	+$437K	0.03%	422
2022 Q3	$1.67M	Buy	78,350 +12,889	+20%	+$287K	0.03%	414
2022 Q2	$1.46M	Buy	65,461 +5,605	+9%	+$127K	0.02%	453
2022 Q1	$1.42M	Buy	59,856 +7,659	+15%	+$185K	0.02%	451
2021 Q4	$1.31M	Buy	52,197 +7,224	+16%	+$181K	0.02%	453
2021 Q3	$1.13M	Buy	44,973 +32,647	+265%	+$826K	0.02%	453
2021 Q2	$313K	Buy	+12,326	New	+$312K	0.01%	888

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $324B AUM 22.36% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Avantax Advisory Services's PFLD Position: Q2 2025 in Review

Avantax Advisory Services reduced its AAM Low Duration Preferred and Income Securities ETF (PFLD) stake by 7.6% in Q2 2025, selling an estimated $189K and leaving 116,691 shares worth $2.29M. The position accounts for 0.01% of the portfolio, ranked #738.

Avantax Advisory Services first reported a position in PFLD in Q2 2021 and has held it in 17 quarters since. The position peaked at $2.56M in Q4 2024. 65 funds tracked by Wall St. Rank hold PFLD as of Q2 2025.

Avantax Advisory Services held 116,691 shares of AAM Low Duration Preferred and Income Securities ETF worth $2.29M as of Q2 2025.
Avantax Advisory Services sold 9,552 AAM Low Duration Preferred and Income Securities ETF shares in Q2 2025, an estimated $189K.
AAM Low Duration Preferred and Income Securities ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #738 holding.
Avantax Advisory Services first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q2 2021 and has held it in 17 quarters since.
Avantax Advisory Services's AAM Low Duration Preferred and Income Securities ETF position peaked at $2.56M in Q4 2024.
65 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.