Hilltop Holdings’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Hilltop Holdings’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	-12,062	Closed	-$236K	–	844
2025 Q4	$236K	Buy	12,062 +1,328	+12%	+$26.1K	0.01%	787
2025 Q3	$211K	Sell	10,734 -1,018	-9%	-$20K	0.01%	860
2025 Q2	$230K	Buy	11,752 +141	+1%	+$2.78K	0.01%	781
2025 Q1	$235K	Buy	11,611 +147	+1%	+$3.03K	0.01%	753
2024 Q4	$236K	Buy	+11,464	New	+$241K	0.01%	747

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 $616M AUM 14.82% 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

Hilltop Holdings's PFLD Position: Q1 2026 in Review

Hilltop Holdings sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q1 2026, closing a stake of 12,062 shares — an estimated $236K sold.

Hilltop Holdings first reported a position in PFLD in Q4 2024 and held it in 5 quarters. The position peaked at $236K in Q4 2025. 61 funds tracked by Wall St. Rank hold PFLD as of Q1 2026.

Hilltop Holdings reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
Hilltop Holdings sold 12,062 AAM Low Duration Preferred and Income Securities ETF shares in Q1 2026, an estimated $236K.
Hilltop Holdings first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q4 2024 and held it in 5 quarters.
Hilltop Holdings's AAM Low Duration Preferred and Income Securities ETF position peaked at $236K in Q4 2025.
61 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q1 2026.

Based on Hilltop Holdings's 13F filing for Q1 2026, filed 14 May 2026.