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 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 $1.66T AUM 25.57% 1-Year Est. Return

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 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

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

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

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

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

TIA

Teucrium Investment Advisors Burlington, Vermont $129M AUM

Foundations Investment Advisors's PFLD Position: Q1 2026 in Review

Foundations Investment Advisors increased its AAM Low Duration Preferred and Income Securities ETF (PFLD) stake by 10% in Q1 2026, buying an estimated $22.7K and bringing the position to 12,501 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Foundations Investment Advisors first reported a position in PFLD in Q2 2025 and has held it in 4 quarters since. 61 funds tracked by Wall St. Rank hold PFLD as of Q1 2026.

Foundations Investment Advisors held 12,501 shares of AAM Low Duration Preferred and Income Securities ETF worth $242K as of Q1 2026.
Foundations Investment Advisors bought 1,153 AAM Low Duration Preferred and Income Securities ETF shares in Q1 2026, an estimated $22.7K.
AAM Low Duration Preferred and Income Securities ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #1007 holding.
Foundations Investment Advisors first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q2 2025 and has held it in 4 quarters since.
61 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.