MassMutual Private Wealth & Trust’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History

MassMutual Private Wealth & Trust’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	–	Sell	-1,720	Closed	-$33.3K	–	2473
2026 Q1	$33.3K	Hold	1,720	–	–	﹤0.01%	904
2025 Q4	$33.7K	Sell	1,720 -377	-18%	-$7.41K	﹤0.01%	925
2025 Q3	$41.3K	Hold	2,097	–	–	﹤0.01%	861
2025 Q2	$41.1K	Buy	+2,097	New	+$41.4K	﹤0.01%	847

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

MassMutual Private Wealth & Trust's PFLD Position: Q2 2026 in Review

MassMutual Private Wealth & Trust sold out of AAM Low Duration Preferred and Income Securities ETF (PFLD) in Q2 2026, closing a stake of 1,720 shares — an estimated $33.3K sold.

MassMutual Private Wealth & Trust first reported a position in PFLD in Q2 2025 and held it in 4 quarters. The position peaked at $41.3K in Q3 2025. 26 funds tracked by Wall St. Rank hold PFLD as of Q2 2026.

MassMutual Private Wealth & Trust reported no remaining AAM Low Duration Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 1,720 AAM Low Duration Preferred and Income Securities ETF shares in Q2 2026, an estimated $33.3K.
MassMutual Private Wealth & Trust first reported a position in AAM Low Duration Preferred and Income Securities ETF in Q2 2025 and held it in 4 quarters.
MassMutual Private Wealth & Trust's AAM Low Duration Preferred and Income Securities ETF position peaked at $41.3K in Q3 2025.
26 funds tracked by Wall St. Rank held AAM Low Duration Preferred and Income Securities ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.