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

Cornerstone Wealth Management’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	$319K	Buy	16,291 +5,636	+53%	+$111K	0.01%	600
2026 Q1	$206K	Buy	+10,655	New	+$210K	0.01%	675
2025 Q3	–	Sell	-12,250	Closed	-$240K	–	695
2025 Q2	$240K	Sell	12,250 -1,504	-11%	-$29.7K	0.01%	573
2025 Q1	$278K	Sell	13,754 -1,976	-13%	-$40.8K	0.02%	494
2024 Q4	$323K	Sell	15,730 -31,966	-67%	-$673K	0.02%	445
2024 Q3	$1.01M	Buy	+47,696	New	+$1.01M	0.07%	217

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

Cornerstone Wealth Management's PFLD Position: Q2 2026 in Review

Cornerstone Wealth Management increased its AAM Low Duration Preferred and Income Securities ETF (PFLD) stake by 53% in Q2 2026, buying an estimated $111K and bringing the position to 16,291 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #600.

Cornerstone Wealth Management first reported a position in PFLD in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.01M in Q3 2024. 62 funds tracked by Wall St. Rank hold PFLD as of Q2 2026.

Cornerstone Wealth Management held 16,291 shares of AAM Low Duration Preferred and Income Securities ETF worth $319K as of Q2 2026.
Cornerstone Wealth Management bought 5,636 AAM Low Duration Preferred and Income Securities ETF shares in Q2 2026, an estimated $111K.
AAM Low Duration Preferred and Income Securities ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #600 holding.
Cornerstone Wealth Management first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q3 2024 and has held it in 6 quarters since.
Cornerstone Wealth Management's AAM Low Duration Preferred and Income Securities ETF position peaked at $1.01M 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 Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.