Cetera Investment Advisers
PFLD icon

Cetera Investment Advisers’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Cetera Investment Advisers’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 		$1.98M Sell
102,062
-86,132
-46% -$1.69M ﹤0.01% 2282
2025
Q4 		$3.68M Sell
188,194
-67,543
-26% -$1.33M ﹤0.01% 1686
2025
Q3 		$5.04M Buy
255,737
+97,469
+62% +$1.91M 0.01% 1402
2025
Q2 		$3.1M Sell
158,268
-14,799
-9% -$292K 0.01% 1525
2025
Q1 		$3.5M Sell
173,067
-12,233
-7% -$252K 0.01% 1343
2024
Q4 		$3.81M Sell
185,300
-13,428
-7% -$283K 0.01% 1207
2024
Q3 		$4.21M Sell
198,728
-16,871
-8% -$356K 0.01% 1094
2024
Q2 		$4.53M Sell
215,599
-32,989
-13% -$694K 0.01% 1052
2024
Q1 		$5.26M Buy
+248,588
New +$5.25M 0.01% 964
2023
Q2 		– Sell
-12,015
Closed -$253K – 2275
2023
Q1 		$253K Sell
12,015
-1,200
-9% -$25.8K ﹤0.01% 1809
2022
Q4 		$274K Sell
13,215
-6,465
-33% -$136K ﹤0.01% 1721
2022
Q3 		$419K Hold
19,680
– – 0.01% 1072
2022
Q2 		$438K Buy
19,680
+1,475
+8% +$33.4K 0.01% 1184
2022
Q1 		$433K Sell
18,205
-145
-0.8% -$3.5K 0.01% 1262
2021
Q4 		$460K Buy
+18,350
New +$460K 0.01% 1232

Other funds holding PFLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
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