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 Q2	$4.4M	Sell	225,154 -12,637	-5%	-$248K	0.01%	1107
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

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

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

RRWA

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

LAM

L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TIA

Teucrium Investment Advisors Burlington, Vermont $112M AUM

Cambridge Investment Research Advisors's PFLD Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its AAM Low Duration Preferred and Income Securities ETF (PFLD) stake by 5.3% in Q2 2026, selling an estimated $248K and leaving 225,154 shares worth $4.4M. The position accounts for 0.01% of the portfolio, ranked #1107.

Cambridge Investment Research Advisors first reported a position in PFLD in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.25M in Q1 2021. 62 funds tracked by Wall St. Rank hold PFLD as of Q2 2026.

Cambridge Investment Research Advisors held 225,154 shares of AAM Low Duration Preferred and Income Securities ETF worth $4.4M as of Q2 2026.
Cambridge Investment Research Advisors sold 12,637 AAM Low Duration Preferred and Income Securities ETF shares in Q2 2026, an estimated $248K.
AAM Low Duration Preferred and Income Securities ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1107 holding.
Cambridge Investment Research Advisors first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q4 2020 and has held it in 23 quarters since.
Cambridge Investment Research Advisors's AAM Low Duration Preferred and Income Securities ETF position peaked at $6.25M in Q1 2021.
62 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.