Kestra Private Wealth Services’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$709K Buy
36,616
+133
+0.4% +$2.62K 0.01% 1023
2025
Q4
$714K Sell
36,483
-11,101
-23% -$218K 0.01% 967
2025
Q3
$937K Buy
47,584
+4,277
+10% +$84K 0.01% 815
2025
Q2
$849K Buy
43,307
+15,834
+58% +$313K 0.01% 803
2025
Q1
$555K Buy
27,473
+9,799
+55% +$202K 0.01% 911
2024
Q4
$363K Buy
17,674
+7,657
+76% +$161K 0.01% 1063
2024
Q3
$212K Buy
+10,017
New +$211K ﹤0.01% 1243
2023
Q2
Sell
-21,981
Closed -$463K 1122
2023
Q1
$463K Buy
+21,981
New +$473K 0.02% 626

Other funds holding PFLD

Kestra Private Wealth Services's PFLD Position: Q1 2026 in Review

Kestra Private Wealth Services increased its AAM Low Duration Preferred and Income Securities ETF (PFLD) stake by 0.36% in Q1 2026, buying an estimated $2.62K and bringing the position to 36,616 shares worth $709K. The position accounts for 0.01% of the portfolio, ranked #1023.

Kestra Private Wealth Services first reported a position in PFLD in Q1 2023 and has held it in 8 quarters since. The position peaked at $937K in Q3 2025. 61 funds tracked by Wall St. Rank hold PFLD as of Q1 2026.

  • Kestra Private Wealth Services held 36,616 shares of AAM Low Duration Preferred and Income Securities ETF worth $709K as of Q1 2026.
  • Kestra Private Wealth Services bought 133 AAM Low Duration Preferred and Income Securities ETF shares in Q1 2026, an estimated $2.62K.
  • AAM Low Duration Preferred and Income Securities ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1023 holding.
  • Kestra Private Wealth Services first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q1 2023 and has held it in 8 quarters since.
  • Kestra Private Wealth Services's AAM Low Duration Preferred and Income Securities ETF position peaked at $937K in Q3 2025.
  • 61 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.