Fiduciary Advisors Inc’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Fiduciary Advisors Inc’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
2025 Q3	–	Sell	-2,751	Closed	-$53.9K	–	102
2025 Q2	$53.9K	Buy	2,751 +50	+2%	+$987	0.05%	51
2025 Q1	$54.6K	Buy	2,701 +51	+2%	+$1.05K	0.05%	50
2024 Q4	$54.5K	Buy	+2,650	New	+$55.8K	0.05%	48

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Fiduciary Advisors Inc's PFLD Position: Q3 2025 in Review

Fiduciary Advisors Inc sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q3 2025, closing a stake of 2,751 shares — an estimated $53.9K sold.

Fiduciary Advisors Inc first reported a position in PFLD in Q4 2024 and held it in 3 quarters. The position peaked at $54.6K in Q1 2025. 67 funds tracked by Wall St. Rank hold PFLD as of Q3 2025.

Fiduciary Advisors Inc reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q3 2025 after selling out during the quarter.
Fiduciary Advisors Inc sold 2,751 AAM Low Duration Preferred and Income Securities ETF shares in Q3 2025, an estimated $53.9K.
Fiduciary Advisors Inc first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q4 2024 and held it in 3 quarters.
Fiduciary Advisors Inc's AAM Low Duration Preferred and Income Securities ETF position peaked at $54.6K in Q1 2025.
67 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q3 2025.

Based on Fiduciary Advisors Inc's 13F filing for Q3 2025, filed 14 Oct 2025.