HUB Investment Partners’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

HUB Investment 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 Q1	–	Sell	-24,012	Closed	-$470K	–	1201
2025 Q4	$470K	Hold	24,012	–	–	0.01%	506
2025 Q3	$473K	Hold	24,012	–	–	0.02%	428
2025 Q2	$471K	Buy	24,012 +144	+0.6%	+$2.84K	0.02%	394
2025 Q1	$482K	Buy	+23,868	New	+$493K	0.02%	345

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

HUB Investment Partners's PFLD Position: Q1 2026 in Review

HUB Investment Partners sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q1 2026, closing a stake of 24,012 shares — an estimated $470K sold.

HUB Investment Partners first reported a position in PFLD in Q1 2025 and held it in 4 quarters. The position peaked at $482K in Q1 2025. 61 funds tracked by Wall St. Rank hold PFLD as of Q1 2026.

HUB Investment Partners reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
HUB Investment Partners sold 24,012 AAM Low Duration Preferred and Income Securities ETF shares in Q1 2026, an estimated $470K.
HUB Investment Partners first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q1 2025 and held it in 4 quarters.
HUB Investment Partners's AAM Low Duration Preferred and Income Securities ETF position peaked at $482K in Q1 2025.
61 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.