GRP
PFLD icon

Global Retirement Partners’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Global Retirement Partners’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
Q4 		$19.8K Hold
1,010
– – ﹤0.01% 2874
2025
Q3 		$19.9K Buy
1,010
+877
+659% +$17.2K ﹤0.01% 2403
2025
Q2 		$2.61K Buy
+133
New +$2.63K ﹤0.01% 3145

Other funds holding PFLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

Global Retirement Partners's PFLD Position: Q4 2025 in Review

Global Retirement Partners held its AAM Low Duration Preferred and Income Securities ETF (PFLD) position steady in Q4 2025 at 1,010 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2874.

Global Retirement Partners first reported a position in PFLD in Q2 2025 and has held it in 3 quarters since. The position peaked at $19.9K in Q3 2025. 66 funds tracked by Wall St. Rank hold PFLD as of Q4 2025.

  • Global Retirement Partners held 1,010 shares of AAM Low Duration Preferred and Income Securities ETF worth $19.8K as of Q4 2025.
  • Global Retirement Partners left its AAM Low Duration Preferred and Income Securities ETF share count unchanged in Q4 2025.
  • AAM Low Duration Preferred and Income Securities ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2874 holding.
  • Global Retirement Partners first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q2 2025 and has held it in 3 quarters since.
  • Global Retirement Partners's AAM Low Duration Preferred and Income Securities ETF position peaked at $19.9K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.