IA
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IFP Advisors’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

IFP Advisors’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 		$935K Hold
48,286
– – 0.02% 722
2025
Q4 		$945K Hold
48,286
– – 0.02% 687
2025
Q3 		$951K Sell
48,286
-400
-0.8% -$7.86K 0.02% 617
2025
Q2 		$955K Buy
48,686
+400
+0.8% +$7.9K 0.03% 596
2025
Q1 		$975K Hold
48,286
– – 0.03% 557
2024
Q4 		$993K Hold
48,286
– – 0.03% 530
2024
Q3 		$1.02M Hold
48,286
– – 0.04% 476
2024
Q2 		$1.01M Buy
+48,286
New +$1.02M 0.04% 438
2023
Q1 		– Sell
-600
Closed -$15K – 4151
2022
Q4 		$15K Hold
600
– – ﹤0.01% 3118
2022
Q3 		$15K Hold
600
– – ﹤0.01% 3339
2022
Q2 		$15K Hold
600
– – ﹤0.01% 3098
2022
Q1 		$15K Buy
+600
New +$14.5K ﹤0.01% 3098

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