Commonwealth Equity Services’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Commonwealth Equity Services’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	$2.4M	Buy	122,785 +13,931	+13%	+$273K	﹤0.01%	1953
2026 Q1	$2.11M	Buy	108,854 +13,069	+14%	+$257K	﹤0.01%	1965
2025 Q4	$1.87M	Sell	95,785 -22,215	-19%	-$437K	﹤0.01%	2038
2025 Q3	$2.33M	Sell	118,000 -6,848	-5%	-$135K	﹤0.01%	1880
2025 Q2	$2.45M	Buy	124,848 +9,193	+8%	+$181K	﹤0.01%	1844
2025 Q1	$2.34M	Sell	115,655 -2,433	-2%	-$50.2K	﹤0.01%	1799
2024 Q4	$2.43M	Sell	118,088 -1,280	-1%	-$26.9K	﹤0.01%	1734
2024 Q3	$2.53M	Buy	119,368 +1,763	+1%	+$37.2K	﹤0.01%	1653
2024 Q2	$2.47M	Buy	117,605 +99,483	+549%	+$2.09M	﹤0.01%	1648
2024 Q1	$383K	Sell	18,122 -1,228	-6%	-$25.9K	﹤0.01%	3055
2023 Q4	$404K	Buy	19,350 +8,937	+86%	+$184K	﹤0.01%	2914
2023 Q3	$217K	Buy	+10,413	New	+$218K	﹤0.01%	3307

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

Commonwealth Equity Services's PFLD Position: Q2 2026 in Review

Commonwealth Equity Services increased its AAM Low Duration Preferred and Income Securities ETF (PFLD) stake by 13% in Q2 2026, buying an estimated $273K and bringing the position to 122,785 shares worth $2.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

Commonwealth Equity Services first reported a position in PFLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.53M in Q3 2024. 62 funds tracked by Wall St. Rank hold PFLD as of Q2 2026.

Commonwealth Equity Services held 122,785 shares of AAM Low Duration Preferred and Income Securities ETF worth $2.4M as of Q2 2026.
Commonwealth Equity Services bought 13,931 AAM Low Duration Preferred and Income Securities ETF shares in Q2 2026, an estimated $273K.
AAM Low Duration Preferred and Income Securities ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1953 holding.
Commonwealth Equity Services first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q3 2023 and has held it in 12 quarters since.
Commonwealth Equity Services's AAM Low Duration Preferred and Income Securities ETF position peaked at $2.53M in Q3 2024.
62 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.