Jones Financial Companies’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Jones Financial Companies’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	$7.57K	Buy	+385	New	+$7.56K	﹤0.01%	3903

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

Jones Financial Companies's PFLD Position: Q2 2026 in Review

Jones Financial Companies opened a new position in AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q2 2026: 385 shares worth $7.57K. The stake represents ﹤0.01% of the portfolio and ranks #3903 among its holdings.

62 funds tracked by Wall St. Rank hold PFLD as of Q2 2026.

Jones Financial Companies held 385 shares of AAM Low Duration Preferred and Income Securities ETF worth $7.57K as of Q2 2026.
AAM Low Duration Preferred and Income Securities ETF was a new Jones Financial Companies position in Q2 2026.
AAM Low Duration Preferred and Income Securities ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3903 holding.
62 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.