Carson Wealth (CWM LLC)
PFLD icon

Carson Wealth (CWM LLC)’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Carson Wealth (CWM LLC)’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
Q4 		– Sell
-50
Closed -$1K – 5570
2025
Q3 		$1K Hold
50
– – ﹤0.01% 5172
2025
Q2 		$1K Buy
+50
New +$987 ﹤0.01% 5053

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RRWA
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Raymond James Financial
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
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Wealth Enhancement Advisory Services
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PFLD Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q4 2025, closing a stake of 50 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in PFLD in Q2 2025 and held it in 2 quarters. The position peaked at $1K in Q3 2025. 66 funds tracked by Wall St. Rank hold PFLD as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 50 AAM Low Duration Preferred and Income Securities ETF shares in Q4 2025, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q2 2025 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s AAM Low Duration Preferred and Income Securities ETF position peaked at $1K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.