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
2026 Q2	$42.6K	Buy	+2,178	New	+$42.8K	﹤0.01%	2624
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 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

Global Retirement Partners's PFLD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q2 2026: 2,178 shares worth $42.6K. The stake represents ﹤0.01% of the portfolio and ranks #2624 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PFLD as recently as Q4 2025.

Global Retirement Partners 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 Q2 2026.

Global Retirement Partners held 2,178 shares of AAM Low Duration Preferred and Income Securities ETF worth $42.6K as of Q2 2026.
AAM Low Duration Preferred and Income Securities ETF was a new Global Retirement Partners position in Q2 2026.
AAM Low Duration Preferred and Income Securities ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2624 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 4 quarters since.
61 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.