Creative Planning
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$329K Hold
16,800
– – ﹤0.01% 2816
2025
Q1 		$339K Hold
16,800
– – ﹤0.01% 2632
2024
Q4 		$345K Buy
+16,800
New +$345K ﹤0.01% 2538