Concorde Asset Management’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$346K Buy
17,800
+550
+3% +$10.8K 0.17% 118
2025
Q4
$337K Buy
17,250
+3,050
+21% +$60K 0.14% 143
2025
Q3
$280K Buy
+14,200
New +$279K 0.12% 166

Other funds holding PFLD

Concorde Asset Management's PFLD Position: Q1 2026 in Review

Concorde Asset Management increased its AAM Low Duration Preferred and Income Securities ETF (PFLD) stake by 3.2% in Q1 2026, buying an estimated $10.8K and bringing the position to 17,800 shares worth $346K. The position accounts for 0.17% of the portfolio, ranked #118.

Concorde Asset Management first reported a position in PFLD in Q3 2025 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold PFLD as of Q1 2026.

  • Concorde Asset Management held 17,800 shares of AAM Low Duration Preferred and Income Securities ETF worth $346K as of Q1 2026.
  • Concorde Asset Management bought 550 AAM Low Duration Preferred and Income Securities ETF shares in Q1 2026, an estimated $10.8K.
  • AAM Low Duration Preferred and Income Securities ETF made up 0.17% of Concorde Asset Management's portfolio in Q1 2026, its #118 holding.
  • Concorde Asset Management first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q3 2025 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.