Jeff Yass’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Jeff Yass’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	–	Sell	-21,222	Closed	-$411K	–	14256
2026 Q1	$411K	Buy	+21,222	New	+$417K	﹤0.01%	10143
2025 Q4	–	Sell	-10,405	Closed	-$205K	–	13282
2025 Q3	$205K	Buy	+10,405	New	+$204K	﹤0.01%	10940
2025 Q2	–	Sell	-15,021	Closed	-$303K	–	13468
2025 Q1	$303K	Sell	15,021 -17,176	-53%	-$354K	﹤0.01%	10053
2024 Q4	$662K	Buy	+32,197	New	+$677K	﹤0.01%	7975
2024 Q2	–	Sell	-10,623	Closed	-$225K	–	12939
2024 Q1	$225K	Sell	10,623 -7,014	-40%	-$148K	﹤0.01%	10361
2023 Q4	$368K	Buy	+17,637	New	+$364K	﹤0.01%	9378
2023 Q3	–	Sell	-13,303	Closed	-$279K	–	12726
2023 Q2	$279K	Buy	+13,303	New	+$275K	﹤0.01%	9593
2022 Q1	–	Sell	-20,395	Closed	-$511K	–	13730
2021 Q4	$511K	Buy	+20,395	New	+$511K	﹤0.01%	9146
2021 Q2	–	Sell	-8,400	Closed	-$211K	–	13078
2021 Q1	$211K	Buy	+8,400	New	+$210K	﹤0.01%	11332

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

Jeff Yass's PFLD Position: Q2 2026 in Review

Jeff Yass sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q2 2026, closing a stake of 21,222 shares — an estimated $411K sold.

Jeff Yass first reported a position in PFLD in Q1 2021 and held it in 9 quarters. The position peaked at $662K in Q4 2024. 62 funds tracked by Wall St. Rank hold PFLD as of Q2 2026.

Jeff Yass reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 21,222 AAM Low Duration Preferred and Income Securities ETF shares in Q2 2026, an estimated $411K.
Jeff Yass first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q1 2021 and held it in 9 quarters.
Jeff Yass's AAM Low Duration Preferred and Income Securities ETF position peaked at $662K in Q4 2024.
62 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.