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 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%	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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TIA

Teucrium Investment Advisors Burlington, Vermont $112M AUM

IFP Advisors's PFLD Position: Q2 2026 in Review

IFP Advisors held its AAM Low Duration Preferred and Income Securities ETF (PFLD) position steady in Q2 2026 at 48,286 shares worth $944K. The position accounts for 0.02% of the portfolio, ranked #764.

IFP Advisors first reported a position in PFLD in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.02M in Q3 2024. 61 funds tracked by Wall St. Rank hold PFLD as of Q2 2026.

IFP Advisors held 48,286 shares of AAM Low Duration Preferred and Income Securities ETF worth $944K as of Q2 2026.
IFP Advisors left its AAM Low Duration Preferred and Income Securities ETF share count unchanged in Q2 2026.
AAM Low Duration Preferred and Income Securities ETF made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #764 holding.
IFP Advisors first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q1 2022 and has held it in 13 quarters since.
IFP Advisors's AAM Low Duration Preferred and Income Securities ETF position peaked at $1.02M in Q3 2024.
61 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.