Foundations Investment Advisors’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Foundations Investment Advisors’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 Q2	–	Sell	-12,501	Closed	-$242K	–	1281
2026 Q1	$242K	Buy	12,501 +1,153	+10%	+$22.7K	﹤0.01%	1007
2025 Q4	$222K	Sell	11,348 -799	-7%	-$15.7K	﹤0.01%	1016
2025 Q3	$239K	Buy	12,147 +894	+8%	+$17.6K	﹤0.01%	938
2025 Q2	$221K	Buy	+11,253	New	+$222K	﹤0.01%	853

Other funds holding PFLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

TIA

Teucrium Investment Advisors Burlington, Vermont $112M AUM

Foundations Investment Advisors's PFLD Position: Q2 2026 in Review

Foundations Investment Advisors sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q2 2026, closing a stake of 12,501 shares — an estimated $242K sold.

Foundations Investment Advisors first reported a position in PFLD in Q2 2025 and held it in 4 quarters. The position peaked at $242K in Q1 2026. 62 funds tracked by Wall St. Rank hold PFLD as of Q2 2026.

Foundations Investment Advisors reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
Foundations Investment Advisors sold 12,501 AAM Low Duration Preferred and Income Securities ETF shares in Q2 2026, an estimated $242K.
Foundations Investment Advisors first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q2 2025 and held it in 4 quarters.
Foundations Investment Advisors's AAM Low Duration Preferred and Income Securities ETF position peaked at $242K in Q1 2026.
62 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.