Global Financial Private Client’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Global Financial Private Client’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	-21,287	Closed	-$416K	–	244
2025 Q4	$416K	Sell	21,287 -352	-2%	-$6.92K	0.15%	160
2025 Q3	$426K	Sell	21,639 -573	-3%	-$11.3K	0.15%	160
2025 Q2	$436K	Buy	+22,212	New	+$438K	0.16%	149

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 $700M AUM 20.51% 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

Global Financial Private Client's PFLD Position: Q1 2026 in Review

Global Financial Private Client sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q1 2026, closing a stake of 21,287 shares — an estimated $416K sold.

Global Financial Private Client first reported a position in PFLD in Q2 2025 and held it in 3 quarters. The position peaked at $436K in Q2 2025. 61 funds tracked by Wall St. Rank hold PFLD as of Q1 2026.

Global Financial Private Client reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
Global Financial Private Client sold 21,287 AAM Low Duration Preferred and Income Securities ETF shares in Q1 2026, an estimated $416K.
Global Financial Private Client first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q2 2025 and held it in 3 quarters.
Global Financial Private Client's AAM Low Duration Preferred and Income Securities ETF position peaked at $436K in Q2 2025.
61 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q1 2026.

Based on Global Financial Private Client's 13F filing for Q1 2026, filed 20 Apr 2026.