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F.L. Putnam Investment Management’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

F.L. Putnam Investment 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
Q1 		– Sell
-12,782
Closed -$250K – 606
2025
Q4 		$250K Buy
+12,782
New +$251K ﹤0.01% 541

Other funds holding PFLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
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 $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $68.3B AUM 20.5% 1-Year Est. Return
TIA
Teucrium Investment Advisors Burlington, Vermont $129M AUM

F.L. Putnam Investment Management's PFLD Position: Q1 2026 in Review

F.L. Putnam Investment Management sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q1 2026, closing a stake of 12,782 shares — an estimated $250K sold.

F.L. Putnam Investment Management first reported a position in PFLD in Q4 2025 and held it in 1 quarter. The position peaked at $250K in Q4 2025. 61 funds tracked by Wall St. Rank hold PFLD as of Q1 2026.

  • F.L. Putnam Investment Management reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
  • F.L. Putnam Investment Management sold 12,782 AAM Low Duration Preferred and Income Securities ETF shares in Q1 2026, an estimated $250K.
  • F.L. Putnam Investment Management first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q4 2025 and held it in 1 quarter.
  • F.L. Putnam Investment Management's AAM Low Duration Preferred and Income Securities ETF position peaked at $250K 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 F.L. Putnam Investment Management's 13F filing for Q1 2026, filed 5 May 2026.