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 Q3	$987K	Buy	51,716 +3,430	+7%	+$66.9K	0.02%	781
2026 Q2	$944K	Hold	48,286	–	–	0.02%	764
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	–	4149
2022 Q4	$15K	Hold	600	–	–	﹤0.01%	3118
2022 Q3	$15K	Hold	600	–	–	﹤0.01%	3338
2022 Q2	$15K	Hold	600	–	–	﹤0.01%	3098
2022 Q1	$15K	Buy	+600	New	+$14.5K	﹤0.01%	3097

Other funds holding PFLD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

IFP Advisors's PFLD Position: Q3 2026 in Review

IFP Advisors increased its AAM Low Duration Preferred and Income Securities ETF (PFLD) stake by 7.1% in Q3 2026, buying an estimated $66.9K and bringing the position to 51,716 shares worth $987K. The position accounts for 0.02% of the portfolio, ranked #781.

IFP Advisors first reported a position in PFLD in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.02M in Q3 2024. 32 funds tracked by Wall St. Rank hold PFLD as of Q3 2026.

IFP Advisors held 51,716 shares of AAM Low Duration Preferred and Income Securities ETF worth $987K as of Q3 2026.
IFP Advisors bought 3,430 AAM Low Duration Preferred and Income Securities ETF shares in Q3 2026, an estimated $66.9K.
AAM Low Duration Preferred and Income Securities ETF made up 0.02% of IFP Advisors's portfolio in Q3 2026, its #781 holding.
IFP Advisors first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q1 2022 and has held it in 14 quarters since.
IFP Advisors's AAM Low Duration Preferred and Income Securities ETF position peaked at $1.02M in Q3 2024.
32 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.