Cornerstone Wealth Management’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Sell
12,250
-1,504
-11% -$29.5K 0.01% 573
2025
Q1
$278K Sell
13,754
-1,976
-13% -$39.9K 0.02% 494
2024
Q4
$323K Sell
15,730
-31,966
-67% -$657K 0.02% 445
2024
Q3
$1.01M Buy
+47,696
New +$1.01M 0.07% 217