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LRI Investments’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

LRI Investments’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
Q1 		– Sell
-223
Closed -$4.36K – 1480
2025
Q4 		$4.36K Buy
+223
New +$4.39K ﹤0.01% 1074

Other funds holding PFLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TIA
Teucrium Investment Advisors Burlington, Vermont $129M AUM

LRI Investments's PFLD Position: Q1 2026 in Review

LRI Investments sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q1 2026, closing a stake of 223 shares — an estimated $4.36K sold.

LRI Investments first reported a position in PFLD in Q4 2025 and held it in 1 quarter. The position peaked at $4.36K in Q4 2025. 61 funds tracked by Wall St. Rank hold PFLD as of Q1 2026.

  • LRI Investments reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
  • LRI Investments sold 223 AAM Low Duration Preferred and Income Securities ETF shares in Q1 2026, an estimated $4.36K.
  • LRI Investments first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q4 2025 and held it in 1 quarter.
  • LRI Investments's AAM Low Duration Preferred and Income Securities ETF position peaked at $4.36K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q1 2026.

Based on LRI Investments's 13F filing for Q1 2026, filed 30 Apr 2026.