IA
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IFG Advisory’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

IFG Advisory’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 		$10.3K Buy
+533
New +$10.5K 0.03% 244
2024
Q4 		– Sell
-10,063
Closed -$213K – 680
2024
Q3 		$213K Sell
10,063
-2,117
-17% -$44.7K 0.01% 363
2024
Q2 		$256K Buy
12,180
+614
+5% +$12.9K 0.02% 543
2024
Q1 		$245K Buy
11,566
+939
+9% +$19.8K 0.02% 347
2023
Q4 		$222K Buy
+10,627
New +$219K 0.02% 537

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 $501B AUM 22.01% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TIA
Teucrium Investment Advisors Burlington, Vermont $129M AUM