BFC Planning, Inc.’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

BFC Planning, 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
2026 Q2	$5.88K	Sell	301 -39	-11%	-$766	﹤0.01%	2615
2026 Q1	$6.58K	Hold	340	–	–	﹤0.01%	2204
2025 Q4	$6.65K	Buy	+340	New	+$6.69K	﹤0.01%	2246

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 $468B AUM 17.69% 1-Year Est. Return

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

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

L2 Asset Management Wayland, Massachusetts $965M AUM 38.04% 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 $67.3B AUM 21.9% 1-Year Est. Return

Teucrium Investment Advisors Burlington, Vermont $112M AUM

BFC Planning, Inc.'s PFLD Position: Q2 2026 in Review

BFC Planning, Inc. reduced its AAM Low Duration Preferred and Income Securities ETF (PFLD) stake by 11% in Q2 2026, selling an estimated $766 and leaving 301 shares worth $5.88K. The position accounts for ﹤0.01% of the portfolio, ranked #2615.

BFC Planning, Inc. first reported a position in PFLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.65K in Q4 2025. 62 funds tracked by Wall St. Rank hold PFLD as of Q2 2026.

BFC Planning, Inc. held 301 shares of AAM Low Duration Preferred and Income Securities ETF worth $5.88K as of Q2 2026.
BFC Planning, Inc. sold 39 AAM Low Duration Preferred and Income Securities ETF shares in Q2 2026, an estimated $766.
AAM Low Duration Preferred and Income Securities ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2615 holding.
BFC Planning, Inc. first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q4 2025 and has held it in 3 quarters since.
BFC Planning, Inc.'s AAM Low Duration Preferred and Income Securities ETF position peaked at $6.65K in Q4 2025.
62 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.