Key Client Fiduciary Advisors’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Key Client Fiduciary 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
2025 Q1	–	Sell	-46,198	Closed	-$950K	–	201
2024 Q4	$950K	Sell	46,198 -3,400	-7%	-$71.5K	0.42%	57
2024 Q3	$1.05M	Sell	49,598 -5,050	-9%	-$107K	0.47%	52
2024 Q2	$1.15M	Sell	54,648 -1,900	-3%	-$40K	0.57%	40
2024 Q1	$1.2M	Sell	56,548 -100	-0.2%	-$2.11K	0.63%	34
2023 Q4	$1.18M	Sell	56,648 -20,328	-26%	-$419K	0.69%	32
2023 Q3	$1.6M	Sell	76,976 -27,457	-26%	-$575K	0.98%	25
2023 Q2	$2.19M	Sell	104,433 -4,020	-4%	-$83.2K	1.27%	19
2023 Q1	$2.28M	Sell	108,453 -11,935	-10%	-$257K	1.43%	19
2022 Q4	$2.5M	Sell	120,388 -12,538	-9%	-$264K	1.69%	13
2022 Q3	$2.83M	Sell	132,926 -8,930	-6%	-$199K	2.56%	12
2022 Q2	$3.15M	Sell	141,856 -43,273	-23%	-$980K	3.07%	11
2022 Q1	$4.41M	Buy	185,129 +84,754	+84%	+$2.04M	3.48%	7
2021 Q4	$2.52M	Buy	+100,375	New	+$2.51M	2.08%	12

Other funds holding PFLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Key Client Fiduciary Advisors's PFLD Position: Q1 2025 in Review

Key Client Fiduciary Advisors sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q1 2025, closing a stake of 46,198 shares — an estimated $950K sold.

Key Client Fiduciary Advisors first reported a position in PFLD in Q4 2021 and held it in 13 quarters. The position peaked at $4.41M in Q1 2022. 63 funds tracked by Wall St. Rank hold PFLD as of Q1 2025.

Key Client Fiduciary Advisors reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q1 2025 after selling out during the quarter.
Key Client Fiduciary Advisors sold 46,198 AAM Low Duration Preferred and Income Securities ETF shares in Q1 2025, an estimated $950K.
Key Client Fiduciary Advisors first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q4 2021 and held it in 13 quarters.
Key Client Fiduciary Advisors's AAM Low Duration Preferred and Income Securities ETF position peaked at $4.41M in Q1 2022.
63 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q1 2025.

Based on Key Client Fiduciary Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.