Creative Planning’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Creative Planning’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	$232K	Sell	12,000 -17	-0.1%	-$334	﹤0.01%	3630
2025 Q4	$235K	Sell	12,017 -1,783	-13%	-$35.1K	﹤0.01%	3425
2025 Q3	$272K	Sell	13,800 -3,000	-18%	-$58.9K	﹤0.01%	3221
2025 Q2	$329K	Hold	16,800	–	–	﹤0.01%	2825
2025 Q1	$339K	Hold	16,800	–	–	﹤0.01%	2639
2024 Q4	$345K	Buy	+16,800	New	+$354K	﹤0.01%	2546

Other funds holding PFLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TIA

Teucrium Investment Advisors Burlington, Vermont $129M AUM

Creative Planning's PFLD Position: Q1 2026 in Review

Creative Planning reduced its AAM Low Duration Preferred and Income Securities ETF (PFLD) stake by 0.14% in Q1 2026, selling an estimated $334 and leaving 12,000 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #3630.

Creative Planning first reported a position in PFLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $345K in Q4 2024. 61 funds tracked by Wall St. Rank hold PFLD as of Q1 2026.

Creative Planning held 12,000 shares of AAM Low Duration Preferred and Income Securities ETF worth $232K as of Q1 2026.
Creative Planning sold 17 AAM Low Duration Preferred and Income Securities ETF shares in Q1 2026, an estimated $334.
AAM Low Duration Preferred and Income Securities ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3630 holding.
Creative Planning first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q4 2024 and has held it in 6 quarters since.
Creative Planning's AAM Low Duration Preferred and Income Securities ETF position peaked at $345K in Q4 2024.
61 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.