Cambridge Investment Research Advisors
PFLD icon

Cambridge Investment Research Advisors’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		$4.6M Sell
237,791
-18,432
-7% -$363K 0.01% 1014
2025
Q4 		$5.01M Sell
256,223
-21,975
-8% -$432K 0.01% 930
2025
Q3 		$5.48M Sell
278,198
-9,246
-3% -$182K 0.02% 858
2025
Q2 		$5.64M Sell
287,444
-13,223
-4% -$261K 0.02% 791
2025
Q1 		$6.07M Buy
300,667
+25,934
+9% +$535K 0.02% 701
2024
Q4 		$5.65M Buy
274,733
+24,745
+10% +$521K 0.02% 738
2024
Q3 		$5.29M Buy
249,988
+31,641
+14% +$668K 0.02% 765
2024
Q2 		$4.59M Buy
218,347
+27,554
+14% +$580K 0.02% 799
2024
Q1 		$4.04M Buy
190,793
+61,823
+48% +$1.31M 0.02% 870
2023
Q4 		$2.69M Buy
128,970
+36,427
+39% +$752K 0.01% 1023
2023
Q3 		$1.93M Sell
92,543
-647
-0.7% -$13.6K 0.01% 1158
2023
Q2 		$1.95M Buy
93,190
+5,445
+6% +$113K 0.01% 1188
2023
Q1 		$1.85M Buy
87,745
+2,449
+3% +$52.7K 0.01% 1172
2022
Q4 		$1.77M Sell
85,296
-11,892
-12% -$250K 0.01% 1150
2022
Q3 		$2.07M Buy
97,188
+117
+0.1% +$2.6K 0.01% 1007
2022
Q2 		$2.16M Buy
97,071
+7,959
+9% +$180K 0.01% 1000
2022
Q1 		$2.12M Sell
89,112
-25,101
-22% -$605K 0.01% 1101
2021
Q4 		$2.86M Buy
114,213
+11,326
+11% +$284K 0.01% 946
2021
Q3 		$2.59M Buy
102,887
+54,021
+111% +$1.37M 0.01% 955
2021
Q2 		$1.24M Sell
48,866
-200,033
-80% -$5.06M 0.01% 1376
2021
Q1 		$6.25M Buy
248,899
+49,617
+25% +$1.24M 0.03% 492
2020
Q4 		$5M Buy
+199,282
New +$4.89M 0.03% 529

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LAM
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LPL Financial
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RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TIA
Teucrium Investment Advisors Burlington, Vermont $129M AUM