Key Capital Management’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Key Capital Management’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	$2.91K	Sell	149 -322	-68%	-$6.32K	﹤0.01%	524
2026 Q1	$9.12K	Buy	471 +463	+5,788%	+$9.11K	0.01%	323
2025 Q4	$157	Buy	+8	New	+$157	﹤0.01%	511

Other funds holding PFLD

RRWA

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Key Capital Management's PFLD Position: Q2 2026 in Review

Key Capital Management reduced its AAM Low Duration Preferred and Income Securities ETF (PFLD) stake by 68% in Q2 2026, selling an estimated $6.32K and leaving 149 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Key Capital Management first reported a position in PFLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.12K in Q1 2026. 27 funds tracked by Wall St. Rank hold PFLD as of Q2 2026.

Key Capital Management held 149 shares of AAM Low Duration Preferred and Income Securities ETF worth $2.91K as of Q2 2026.
Key Capital Management sold 322 AAM Low Duration Preferred and Income Securities ETF shares in Q2 2026, an estimated $6.32K.
AAM Low Duration Preferred and Income Securities ETF made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #524 holding.
Key Capital Management first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q4 2025 and has held it in 3 quarters since.
Key Capital Management's AAM Low Duration Preferred and Income Securities ETF position peaked at $9.12K in Q1 2026.
27 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.