Bessemer Group’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Bessemer Group’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
2026 Q3	–	Sell	-600	Closed	-$12K	–	2650
2026 Q2	$12K	Hold	600	–	–	﹤0.01%	2123
2026 Q1	$12K	Hold	600	–	–	﹤0.01%	2073
2025 Q4	$12K	Buy	+600	New	+$11.8K	﹤0.01%	2057

Other funds holding PFLD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Bessemer Group's PFLD Position: Q3 2026 in Review

Bessemer Group sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q3 2026, closing a stake of 600 shares — an estimated $12K sold.

Bessemer Group first reported a position in PFLD in Q4 2025 and held it in 3 quarters. The position peaked at $12K in Q2 2026. 32 funds tracked by Wall St. Rank hold PFLD as of Q3 2026.

Bessemer Group reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q3 2026 after selling out during the quarter.
Bessemer Group sold 600 AAM Low Duration Preferred and Income Securities ETF shares in Q3 2026, an estimated $12K.
Bessemer Group first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q4 2025 and held it in 3 quarters.
Bessemer Group's AAM Low Duration Preferred and Income Securities ETF position peaked at $12K in Q2 2026.
32 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q3 2026.

Based on Bessemer Group's 13F filing for Q3 2026, filed 9 Nov 2026.