EP
PFLD icon

Essential Partners’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Essential Partners’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 		– Sell
-54
Closed -$1.06K – 2952
2025
Q4 		$1.06K Buy
+54
New +$1.06K ﹤0.01% 2015

Other funds holding PFLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TIA
Teucrium Investment Advisors Burlington, Vermont $112M AUM

Essential Partners's PFLD Position: Q1 2026 in Review

Essential Partners sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q1 2026, closing a stake of 54 shares — an estimated $1.06K sold.

Essential Partners first reported a position in PFLD in Q4 2025 and held it in 1 quarter. The position peaked at $1.06K in Q4 2025. 61 funds tracked by Wall St. Rank hold PFLD as of Q1 2026.

  • Essential Partners reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Essential Partners sold 54 AAM Low Duration Preferred and Income Securities ETF shares in Q1 2026, an estimated $1.06K.
  • Essential Partners first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q4 2025 and held it in 1 quarter.
  • Essential Partners's AAM Low Duration Preferred and Income Securities ETF position peaked at $1.06K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.