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Blueprint Investment Partners’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Blueprint Investment Partners’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 		– Sell
-27,017
Closed -$546K – 92
2025
Q1 		$546K Buy
+27,017
New +$558K 0.1% 85

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RRWA
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
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

Blueprint Investment Partners's PFLD Position: Q2 2025 in Review

Blueprint Investment Partners sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q2 2025, closing a stake of 27,017 shares — an estimated $546K sold.

Blueprint Investment Partners first reported a position in PFLD in Q1 2025 and held it in 1 quarter. The position peaked at $546K in Q1 2025. 65 funds tracked by Wall St. Rank hold PFLD as of Q2 2025.

  • Blueprint Investment Partners reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q2 2025 after selling out during the quarter.
  • Blueprint Investment Partners sold 27,017 AAM Low Duration Preferred and Income Securities ETF shares in Q2 2025, an estimated $546K.
  • Blueprint Investment Partners first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q1 2025 and held it in 1 quarter.
  • Blueprint Investment Partners's AAM Low Duration Preferred and Income Securities ETF position peaked at $546K in Q1 2025.
  • 65 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q2 2025.

Based on Blueprint Investment Partners's 13F filing for Q2 2025, filed 12 Aug 2025.