HB Wealth Management’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

HB Wealth Management’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	–	Sell	-37,228	Closed	-$721K	–	1777
2026 Q1	$721K	Sell	37,228 -5,133	-12%	-$101K	﹤0.01%	810
2025 Q4	$829K	Hold	42,361	–	–	0.01%	697
2025 Q3	$835K	Buy	+42,361	New	+$832K	0.01%	670
2025 Q2	–	Sell	-36,510	Closed	-$738K	–	1264
2025 Q1	$738K	Buy	+36,510	New	+$753K	0.01%	632

Other funds holding PFLD

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

HB Wealth Management's PFLD Position: Q2 2026 in Review

HB Wealth Management sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q2 2026, closing a stake of 37,228 shares — an estimated $721K sold.

HB Wealth Management first reported a position in PFLD in Q1 2025 and held it in 4 quarters. The position peaked at $835K in Q3 2025. 21 funds tracked by Wall St. Rank hold PFLD as of Q2 2026.

HB Wealth Management reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
HB Wealth Management sold 37,228 AAM Low Duration Preferred and Income Securities ETF shares in Q2 2026, an estimated $721K.
HB Wealth Management first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q1 2025 and held it in 4 quarters.
HB Wealth Management's AAM Low Duration Preferred and Income Securities ETF position peaked at $835K in Q3 2025.
21 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.