Kingsview Wealth Management’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

Kingsview Wealth 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
2025 Q3	–	Sell	-10,564	Closed	-$207K	–	1269
2025 Q2	$207K	Sell	10,564 -411	-4%	-$8.11K	﹤0.01%	1098
2025 Q1	$222K	Buy	10,975 +72	+0.7%	+$1.49K	﹤0.01%	1006
2024 Q4	$224K	Buy	10,903 +342	+3%	+$7.2K	﹤0.01%	1012
2024 Q3	$224K	Buy	+10,561	New	+$223K	﹤0.01%	994

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Kingsview Wealth Management's PFLD Position: Q3 2025 in Review

Kingsview Wealth Management sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q3 2025, closing a stake of 10,564 shares — an estimated $207K sold.

Kingsview Wealth Management first reported a position in PFLD in Q3 2024 and held it in 4 quarters. The position peaked at $224K in Q4 2024. 67 funds tracked by Wall St. Rank hold PFLD as of Q3 2025.

Kingsview Wealth Management reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q3 2025 after selling out during the quarter.
Kingsview Wealth Management sold 10,564 AAM Low Duration Preferred and Income Securities ETF shares in Q3 2025, an estimated $207K.
Kingsview Wealth Management first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q3 2024 and held it in 4 quarters.
Kingsview Wealth Management's AAM Low Duration Preferred and Income Securities ETF position peaked at $224K in Q4 2024.
67 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.